Assets Under Management
$3.8B
Number of Clients
556
Number of Advisors
13
Average Client AUM
$6.8M
AUM per Advisor
$292.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Three Bell Capital provides portfolio management based on client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. They also offer corporate retirement plan services including investment management and fiduciary support.
| Assets Under Management | 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.
1925 Cedar Springs Road, Suite 102, Dallas, TX, 75201