Bell Investment Associates

CRD#158716
Investment Advisor Firm

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Overview

Bell Investment Associates operates as a financial advisory firm based in Scottsdale, Arizona. It has a small group of one employee who is a financial advisor. Bell Investment Associates is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as stocks, bonds and options.

The company's central office is located at 7137 East Rancho Vista Drive, Scottsdale, Arizona 85251. It is allowed to provide services to clients in the state of Arizona.

Editorial note: In some instances, firms are able to file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the publicly available information for Bell Investment Associates. Please visit the SEC website for more information at https://www.sec.gov

Number of Advisors

1

Disclosures

No

Office Location

7137 East Rancho Vista Drive
Scottsdale, AZ 85251

Bell Investment Associates by the Numbers

Total Number of Employees

1

National Average: 31

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Fee Structure

Fees for financial management usually depend on the type of services provided. However, fees charged by the company typically consist of the following fee structures: fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

Available

  • Offered by 39% of firms

    Fixed

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    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 72% of firms that offer this fee type

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Disclosures

Bell Investment Associates does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Bell Investment Associates

Edward Johnson
Scottsdale, AZ

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This content was compiled from the SEC and FINRA