Bond Bell & Co provides ongoing portfolio management services based on each client's individual goals, risk tolerance, and time horizon. Bond Bell & Co creates a personalized investment policy statement and constructs a portfolio primarily using equities, mutual funds, exchange-traded funds, and fixed income securities. In addition to investment management, Bond Bell & Co coordinates financial planning, family office consulting, trust and estate planning, and tax professional collaboration, all included as part of the ongoing advisory relationship. Bond Bell & Co requires clients to use Charles Schwab & Co., Inc. as their custodian and broker-dealer. The firm does not have any account minimums.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2.00% regardless of account size. Fees are generally negotiable and include financial planning and family office consulting.