Blue Bell Private Wealth Management is a fiduciary independent investment advisor. We are fee-only which allows us to act in our client’s best interest 100% of the time. The fee comes as an annual charge on assets that we manage directly for our clients. This fee is typically around 1% and is billed quarterly (.25% per quarter). All fees will be discussed and finalized during meeting process.
*Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. Blue Bell does not serve as a law firm, a certified public accounting firm, nor an insurance agency. Blue Bell does not prepare legal documents or tax returns, nor does it sell insurance products. past endorsement of Blue Bell by any of its clients.