Jonathan Miller

Blue Bell Private Wealth Management, LLC

20 Years of Experience

1 Disclosure

Jonathan Miller is a registered investment advisor at Blue Bell Private Wealth Management, LLC, based in Blue Bell, PA, with 20 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 806 clients with $850M in assets under management.

Blue Bell Private Wealth Management, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

806 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$854.7M

Fee Structure

Blue Bell's annual investment advisory fee is negotiable but does not exceed 2.00% of the total assets managed. The fee may include investment advisory services and financial planning/consulting services if requested. Blue Bell also manages retirement plan accounts for a fee not exceeding 1.00% of the assets.

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Location

470 Norristown Road, Suite 305, Blue Bell, PA, 19422

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History

Regulatory History (1)

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Employment Separation After Allegations

March 2005

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Employment History

Current Registrations

Blue Bell Private Wealth Management, LLC

March 2005 - Present · 21 yrs 1 mo

State Registrations2 states

PATX

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.