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.
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322
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Learn about disclosures →Henry is the owner of Fox Consulting, a non-investment related consulting business, since 1995. He dedicates minimal time to this activity.