Ryan Kelley is a CFA-designated registered investment advisor at Bell Investment Advisors INC, based in Orinda, CA, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 443 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees on Account assets with a market value above $3,000,000 are negotiable. There is a one-time account set up fee of $150 per client account. The Account is subject to a minimum quarterly investment management fee of $2,500. The basic fee schedule is based on the investment strategy followed for the account: Active Portfolio Enhancement Strategy or Stable Growth & Index Strategy (1.00% on the market value of the Account).
Fee Estimator
Location
2 Theatre Square, Suite 315, Orinda, CA, 94563
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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 →Employment History
Current Registrations
Bell Investment Advisors INC
Previous Registrations
Alps Distributors, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Planmember Securities Corporation
State Registrations1 state
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