KB
CFA
KB
CFA

Kristin Mccamish Bell

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
803 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$6.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$20,000
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Location

360 Mt. Kemble Ave, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kristin is a board member and member of the finance committee for the Children's Advocacy Center of Hamilton County, a child abuse service center. She dedicates minimal time each month to this investment-related activity.

Employment History
Current Registrations
Simon Quick Advisors, LLC
November 2018 - Present · 7 yrs 3 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Kristin Mccamish Bell - Financial Advisor | TrueAdvisor