Assets Under Management
$854.7M
Number of Clients
806
Number of Advisors
9
Average Client AUM
$1.1M
AUM per Advisor
$95.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Blue Bell offers discretionary and non-discretionary investment management services, along with financial planning and consulting for an additional fee. They allocate client assets to ETFs, CEFs, and structured investments, tailoring strategies to meet individual goals. They also offer retirement plan participant discretionary account management through a third-party platform.
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322