Vernon Bell is a registered investment advisor at American Elite Advisory, based in Crowley, TX, with 14 years of industry experience. Vernon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
American Elite Advisory charges different fees depending on the investment platform used:
- Separately managed accounts: 2% annually (negotiable)
- AssetMark Trust Company: 1.10% annually (negotiable)
- American Funds: 1% annually (not negotiable)
- Jackson National Life Insurance Company (annuities): Up to 1.5% annually (negotiable)
Location
Crowley, TX
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vernon provides business consulting services, planning & strategy, and life & health insurance through Vast Data Services, Inc. This activity takes about half of Vernon's time.
Employment History
Current Registrations
American Elite Advisory
Previous Registrations
Dower Strategic Capital, INC.
American Elite Retirement
State Registrations4 states
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.