Bell Asset Management (BAM) provides investment advice to pooled investment vehicles and separate managed accounts. BAM manages these accounts on a discretionary basis, tailoring investment strategies to each client's needs and objectives. BAM does not participate in wrap fee programs. BAM primarily invests in listed equity securities.
Assets Under Management$3.1B
Clients19
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A
www.bellasset.com.au ·www.linkedin.com/company/bell-asset-management ·www.youtube.com/watch?v=kiguqgjo5za
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $100.0M | 0.85% |
| $100M+ | 0.75% |
Fees are for the Bell Trusts. Fees for separately managed accounts are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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