Bell Asset Management Usa Inc
Answer a few questions and
get matched with an advisor.
Learn more about Bell Asset Management Usa Inc
Overview
Bell Asset Management Usa Inc operates as a financial advisor firm located in New York, New York. The firm handles $383.3 million in total assets over two customer accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). Bell Asset Management Usa Inc is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as bonds, stocks and options.
Bell Asset Management Usa Inc administers all of its client assets in a discretionary manner. Discretionary management means that transaction judgments are made by a portfolio manager without requiring client approval. The advisory firm's average account size is $191.7 million.
Bell Asset Management Usa Inc's main office is located at 11 Broadway Suite 965, New York, New York 10004.
Assets Under Management
Disclosures
Office Location
Bell Asset Management Usa Inc by the Numbers
$383.3 million
2
$191.7 million
Fee Structure
Fees for financial advice largely vary depending on the type of services offered. However, fees charged by the firm typically consist of the following fee type: asset-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Bell Asset Management Usa Inc provides services to pooled investment vehicles. Out of its two customers, Bell Asset Management Usa Inc's largest client group is pooled investment vehicles. None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Bell Asset Management Usa Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.