John Bell is a registered investment advisor at Thryve Wealth Management, based in Irving, TX, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 32 clients with $180M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and may vary among clients with similar account sizes and objectives. Direct indexing clients pay additional fees starting at 0.30%.
Fee Estimator
Location
909 Lake Carolyn Pkwy, Suite 100, Irving, TX, 75039
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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 Activities
John works as a Regional Sales Consultant for Strive Asset Management, LLC, dedicating full-time hours. He also owns rental property in Chicago, spending minimal time on it.
Employment History
Current Registrations
Thryve Wealth Management
Previous Registrations
Strive Asset Management
Quasar Distributors, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Signator Investors, INC.Broker
State Registrations1 state
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.