Bell Investment Advisors (BIA) offers investment management, financial planning, and financial consultation services. BIA works with clients to set financial goals, assess risk tolerance, and create a strategic asset allocation. BIA manages investments based on individual client needs and objectives. For investment management clients, BIA also provides financial planning and consultation services on an hourly or fixed-fee basis. BIA does not recommend other investment advisors.
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).