Jonathan Hall Porter

Three Bell Capital LLC

18 Years of Experience

View SEC Summary

Firm Information

Three Bell Capital LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

556 clients

Average Client Portfolio

$6.8M average

Assets Under Management

$3.8B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $10.0M	1.00%
$10.0M - $20.0M	0.75%
$20M+	0.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

For private wealth management, fees range from 0.50% to 1.00% of assets under management, depending on the asset level. There is a $10,000 annual minimum, which may be waived. Fees are negotiable. For corporate retirement plans, fees are also negotiable and can vary greatly. Fees are paid quarterly in arrears based upon average daily balance.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

1925 Cedar Springs Road, Suite 102, Dallas, TX, 75201

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

July 2008

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Jonathan is a co-owner and Managing Partner of TopShelf.party LLC, a staffing company for high-end events, since March 2024. He dedicates a few hours per week to providing supervision and ad hoc assistance.