Bell City Wealth offers portfolio management, investment analysis, and financial planning, including retirement and estate planning, to individuals and high-net-worth individuals. BCW uses quantitative, fundamental, technical, and economic analysis to inform its investment models. Clients sign a financial service agreement outlining services and fees. BCW manages six investment models ranging from conservative to aggressive growth. Portfolio management clients receive retirement plan services and financial planning at no additional charge. BCW does not act as a custodian of client assets.
Assets Under Management$160M
Clients347
Advisors1
Avg. per Client$470K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $749K | 1.35% |
| $749K - $1000K | 1.20% |
| $1000K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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