Bell Strategic Investments (BSI) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. BSI creates a plan to select a portfolio that matches each client's specific situation. BSI generally limits its money management to mutual funds, equities, bonds, fixed income, ETFs, REITs, and government securities. Clients may impose restrictions on investments in certain securities.
Assets Under Management$61M
Clients113
Advisors1
Avg. per Client$540K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $499K | 1.75% |
| $499K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.38% |
| $5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Fees may be reduced at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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