Three Bell Capital offers investment management and financial advice to individuals, families, and corporate retirement plans. For individuals, Three Bell creates investment plans based on their financial situation and risk tolerance. They manage investments in mutual funds, stocks, bonds, and other securities. For corporate retirement plans, they offer investment management, participant education, and plan design services.
Assets Under Management$3.8B
Clients559
Advisors12
Avg. per Client$6.8M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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