Blue Bell offers investment management services on a discretionary and non-discretionary basis. They allocate client assets primarily to exchange traded funds (ETFs), closed-end funds (CEFs), and structured investments. Blue Bell also offers consulting services for an additional fee. They use fundamental and cyclical analysis to analyze securities and tailor their investment strategy to meet client goals.
Assets Under Management$850M
Clients806
Advisors10
Avg. per Client$1.1M
Avg. per Advisor$85M
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.
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