Three Bell Capital manages investment portfolios and provides personalized private wealth management, family office services, and corporate retirement plan consulting. Three Bell Capital builds customized investment portfolios based on each client's individual goals, time horizon, and risk tolerance, incorporating asset allocation, risk management, and regular portfolio monitoring. The firm manages various investments including mutual funds, equities, bonds, exchange-traded funds, hedge funds, real estate investment trusts, private equity, and private funds. Three Bell Capital specializes in working with high-net-worth individuals and families, corporate executives, and business owners, offering integrated financial planning—covering retirement, tax strategy, and estate planning—at no additional cost beyond the management fee. The firm also provides outsourced family office services for complex intergenerational wealth transfer and charitable planning.
Fee Structure
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 based on client needs and situation complexity. Fees are paid quarterly in arrears.