Bell Investment Associates
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Learn more about Bell Investment Associates
Bell Investment Associates operates as a financial advisor company that has its headquarters in Scottsdale, Arizona. The firm has a small team of one employee who is a financial advisor. Bell Investment Associates is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, options and stocks.
The firm's main office is at 7137 East Rancho Vista Drive, Scottsdale, Arizona 85251. Bell Investment Associates is legally registered to provide services to customers in the state of Arizona.
Editorial note: Under some conditions, firms can file as exempt reporting advisors with the SEC, meaning they file an abbreviated version of the Form ADV. As a result, this is all of the available information for Bell Investment Associates. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Bell Investment Associates by the Numbers
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Financial advisory fees typically depend on which services are offered. Fees billed by Bell Investment Associates typically consist of the following fee structures: fixed. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Offered by 40% of firms
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.
Find one of the 75% of firms that offer this fee type
Percentage of AssetsShow Explanation
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 37% of firms that offer this fee type
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 3% of firms that offer this fee type
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
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
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
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Bell Investment Associates does not have any disclosures.
Please visit its Form ADV for more details.
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