Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
806 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$854.7M

Fee Structure

Financial Plan Fee:$250 - $2,500
Hourly Rate:$100 - $500/hr

Blue Bell's annual investment advisory fee is negotiable but does not exceed 2.00% of assets under management. The fee may include investment advisory services and, if requested, financial planning and consulting. Fees for consulting services typically range between $250 and $2,500 on a fixed fee basis and $100 - $500 on an hourly basis. Blue Bell does not generally require an annual minimum fee or asset level for investment advisory services, but may reduce or waive a client's fee at its discretion.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blue Bell Private Wealth Management, LLC
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Bluesphere Advisors LLC
October 2020 - June 2021 · 8 mos
Your Planning Partner LLC
August 2019 - September 2020 · 1 yr 1 mo
Bluesphere Advisors LLC
June 2016 - August 2019 · 3 yrs 2 mos
Ameriprise Financial Services, INC. Broker
January 2016 - June 2016 · 5 mos
Ameriprise Financial Services, INC.
January 2016 - June 2016 · 5 mos
Commonwealth Financial Network
April 2015 - December 2015 · 8 mos
Commonwealth Financial Network Broker
April 2015 - December 2015 · 8 mos
Ameriprise Financial Services, INC.
August 2005 - February 2015 · 9 yrs 6 mos
Ameriprise Financial Services, INC. Broker
August 2005 - February 2015 · 9 yrs 6 mos
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.