Bass and Bell provides investment management and financial planning services. They work with individuals, high net worth individuals, corporations, foundations, retirement plans, and other entities. Bass and Bell develops a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. They manage investment portfolios on a discretionary or non-discretionary basis.
Assets Under Management$870M
Clients325
Advisors6
Avg. per Client$2.7M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management
Bass and Bell's investment management fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The maximum fee is 0.9% per year, depending on the level of engagement.
Loading...