Halvorson-Boyd & Bell (HBB) was founded in 1983 and provides asset management and financial planning services. Emerson Bell manages all asset management accounts and reviews them monthly. Financial planning services are offered for an hourly fee and cover various financial goals, tax planning, estate planning, and insurance. HBB uses no-load mutual funds and exchange-traded funds exclusively and does not recommend individual stocks. All services are unconditionally guaranteed.
Assets Under Management$80M
Clients36
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$80M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees for asset management are negotiable. Some clients have a flat retainer fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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