Blue Bell Private Wealth Management is a fiduciary, fee-only investment management firm located in suburban Philadelphia.
How can we help you?
Blue Bell Private Wealth Management is a fiduciary, fee-only investment management firm located in suburban Philadelphia.
How can we help you?
Rising Inflation & Interest Rates, Geopolitical Events, & Recession Fears Result in Worst First Half for Equity & Fixed Income Assets in Decades
NEW INSIGHT
Social Security COLA Highest in Over 40 Years
As you may have seen, the Social Security Administration (SSA) recently announced a historic cost of living adjustment (COLA) for 2023. In the past, we’ve had clients reach out with questions about the yearly COLA, so we thought we would proactively share some information with you regarding this announcement.
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Questions & Answers
Q: Will you be accountable as a Fiduciary?
A: We will act as fiduciary for you. We act as Fiduciaries for all of our clients, 100% of the time and have done so since our inception.
Q: What is your investment management process?
A: We work closely with our clients to define their investment objectives, risk tolerance and goals, both short and long-term.
Q: How are you compensated?
A: Blue Bell Private Wealth Management is a fee-only investment advisor. This means that the only way we are compensated is through an annual fee on assets that we manage.
Fiduciary
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Custom Tailored Portfolios
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Fee-Only
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BLUE BELL PRIVATE WEALTH MANAGEMENT
With over 115 years of combined experience, the partners and team of Blue Bell Private Wealth Management have been dedicated to helping clients maximize their financial goals. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service.
Wealth management insights
Our insights page is how we communicate our current thoughts and feelings about personal finance.
