What should I expect during my initial meeting with Bell Wealth Management?

If you are interested in taking the next step, contact us to schedule a Discovery Meeting. This will be an opportunity to get to know each other in a confidential setting and with no obligations. We will review your situation and let you know how we might be able to help.

What is the typical net worth of a Bell Wealth Management client?

We enjoy working with people who share a common financial belief system and for whom we can provide significant value. In practice, the majority of clients have a net worth in excess of $1,000,000.  We also have a unique program for young professionals and entrepreneurs called Emerging Leaders.

Where does Bell Wealth Management hold client assets?

We do not maintain custody of client assets.  For your protection, a third-party custodian (Schwab Institutional) is used for safekeeping, and to provide you with a check and balance with respect to recordkeeping and reporting.

Why should I care that Bell Wealth Management is a Registered Investment Advisor?

A Registered Investment Advisor (RIA) is an independent advisory firm that provides financial advice as well as a fiduciary commitment to clients. Independence means that we are not tied to any one particular investment manager, or mutual fund family. Fiduciary means that we are held to the highest standard of care and are required by law to act in the best interests of our clients at all times.

How is Bell Wealth Management compensated?

We are a “fee-only” advisor. This means that we do not accept any compensation based on product sales. Our compensation is transparent and generated solely by the management fee we collect directly from clients. A key benefit of working with a fee-only advisor is the ability to eliminate the conflicts of interest that are inherent in a commission-based environment.