Bell Financial Planning provides investment management services through third-party managers and offers hourly, project-based, and ongoing financial planning. Planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Bell Financial Planning also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$450K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$450K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
