Three Bell Capital LLC
Assets Under Management
$3.8B
Number of Clients
556
Number of Advisors
13
Average Client AUM
$6.8M
AUM per Advisor
$292.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Three Bell Capital provides ongoing portfolio management based on client goals and risk tolerance. They offer financial planning included in quarterly management fees. They also offer advisory services to corporate retirement plans, including investment management and participant education.
Fee Structure
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
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.
Areas of Practice
Location
1925 Cedar Springs Road, Suite 102, Dallas, TX, 75201