Jon Sobotkin is a registered investment advisor at Blue Bell Private Wealth Management, LLC, based in Blue Bell, PA, with 19 years of industry experience. Jon 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blue Bell Private Wealth Management, LLC
State Registrations2 states
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