Amber Bell is a registered investment advisor at B.B. Graham & Company, INC., based in Austin, TX, with 18 years of industry experience. Amber operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
4800 Bee Caves Road, Austin, TX, 78746
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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 →Other Business ActivitiesSells Insurance
Amber sells new fixed insurance and services term insurance contracts sold before 2017, dedicating minimal time to this activity. She is also a registered representative at B.B. Graham & Company, Inc. and spends nearly full-time as a compliance manager for Per Stirling Capital Management, LLC.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Per Stirling Capital Management, LLC
Previous Registrations
Couch Hallum Financial Group
Securities America, INC.Broker
NFP Advisor Services, LLCBroker
NFP Advisor Services, LLC
Couch Hallum Financial Group
Securities America, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations2 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.