Yes, we are. As a registered investment advisory firm, we have a fiduciary responsibility. This means that we hold ourselves — and are legally held — to the highest standards of the law when it comes to safeguarding our clients’ best interests.

We typically work with clients with $500,000 or more of investable assets. We make some exceptions for those on the path to getting there.

For Investment Management, we charge a percentage of a client’s assets under management. For Financial Planning, fees vary based on needs. For Career Coaching, we charge a flat fee.

Yes, we offer comprehensive financial planning to our investment management clients and have CERTIFIED FINANCIAL PLANNER™ professionals on our staff. We view a client’s financial plan as a vital guide for investment decisions and other issues in the various stages of life. We do not require that a client have a financial plan in order to utilize our Investment Management or Career Coaching services.

We believe that a person’s career, finances, and the rest of life can and should be well-managed and integrated in order to maximize life satisfaction. We don’t require that our clients get help with their careers, but we think it is important enough that we have a career professional available on staff who can step in when you feel there is a need. She charges separately for this work.

Contact us at 510.433.1066 or 800.700.0089 or info@bellinvest.com or go to our Contact Us page.

Bell is a licensed Registered Investment Advisory (RIA) and, as such, we manage our clients’ assets but do not take custody of their assets. Charles Schwab & Co. is the custodian of these assets. Bell and Schwab each separately prepares and delivers statements of clients’ accounts.

Yes, Social Impact is one of our investment strategies. We provide it for clients who want to invest with positive social impact while achieving their long-term financial goals.

Yes, we are. As a registered investment advisory firm, we have a fiduciary responsibility. This means that we hold ourselves — and are legally held — to the highest standards of the law when it comes to safeguarding our clients’ best interests.

We typically work with clients with $500,000 or more of investable assets. We make some exceptions for those on the path to getting there.

For Investment Management and Financial Planning, we charge a percentage of a client’s assets under management.

We offer financial planning to our investment management clients and have three CERTIFIED FINANCIAL PLANNERTM professionals on our staff of 14. We view a client’s financial plan as a vital guide for investment decisions and other issues in the various stages of a person’s life. (We do not require that a client have a financial plan in order to utilize our Investment Management or Career Coaching services.)

We believe that a person’s career, finances, and the rest of life can and should be well-managed and integrated in order to maximize life satisfaction. We don’t require that our clients get help with their careers, but we think it is important enough that we have a career professional available on staff who can step in when you feel there is a need. She charges separately for this work.

Contact us at 510.433.1066 or 800.700.0089 or info@bellinvest.com or go to our Contact Us page.

Bell is a licensed Registered Investment Advisory (RIA) and, as such, we manage our clients’ assets but do not take custody of their assets. Charles Schwab & Co. is the custodian of these assets. Bell and Schwab each separately prepares and delivers statements of clients’ accounts.

Yes, Social Impact is one of our investment strategies. We provide it for clients who want to invest with positive social impact while achieving their long-term financial goals.

Scroll to Top