Christopher
Fisher
Three Bell Capital LLC
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About this Advisor
Christopher Fisher is a financial advisor who works out of Los Altos, California who has 5 years of industry experience. Fisher is an advisor for Three Bell Capital LLC. Their career trajectory has included roles at Three Bell Capital, Familiar Surroundings Home Care, Exos and Club One. Fisher maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in California. Three Bell Capital LLC is a financial advisory company that has its headquarters in Los Altos, CA. It administers $3 billion in assets under management between its 511 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 511 accounts, 59% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Three Bell Capital LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually depend on which services the firm provides the client. However, fees billed by Three Bell Capital LLC likely include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Three Bell Capital LLC Brokerage Details
$2,700,919,456
19
511
$5,285,557
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Christopher Fisher Work History
Christopher has been registered as a financial advisor for 5 years.*
Three Bell Capital
Familiar Surroundings Home Care
Exos
Club One
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Three Bell Capital LLC
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
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.
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