Blue Bell Private Wealth Management, LLC

Retirement Planning Firm in Blue Bell, PA

Firm Info
Address: 470 Norristown Rd #305, Blue Bell, PA 19422, USA
Phone: (610) 825-3540

Firm Size
Assets Under Management: $577.4 million
# of Advisors: 8
# of Clients: 1,472
Client to Advisor Ratio: 184:1
Average Account Size: $392,277
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Blue Bell Private Wealth Management, LLC Overview

Beacon Financial Advisors Ltd is a registered investment advisory firm that provides fee-only investment advice to its clients. With its headquarters based in Houston, TX, the firm has been in business since 1993. Beacon Financial Advisors Ltd defines itself solely as an investment advice firm, with no affiliation to any broker or financial institution, hence providing its clients with unbiased, objective recommendations. At Beacon Financial Advisors Ltd, services offered predominantly sought after by individuals and small businesses include financial planning and portfolio management. These services provide clients with comprehensive solutions that assist in meeting their financial goals, objectives, and investment needs. Portfolio management services focus on creating an investment strategy that matches the clients' risk tolerance while optimizing their portfolio's potential for long-term growth, making it an essential aspect of investment planning. Overall, Beacon Financial Advisors Ltd is a reliable, independent investment advisory firm that boasts a lengthy track record of experience in the financial industry. The firm has positioned itself as experts in offering investment advice foundation on the specific needs and objectives of its clients.

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC offers a wide range of services to individuals, high net worth individuals, and other corporation types not listed. The firm's objective is to provide tailored financial solutions that cater specifically to the client's unique needs and preferences. Their clientele is diverse, but they share one commonality, a need for comprehensive financial services. Whether clients are looking for strategic investment advice, robust financial planning, or wealth management services, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has the resources and expertise to assist. When it comes to fees structures, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC offers a variety of options. These include percentage of AUM, hourly rates, and fixed fees. The fee structure each client pays varies depending on the service provided, and the level of attention and support they require. For clients who require more hands-on support, hourly rates may be more feasible. For clients who want a more hands-off approach, a percentage of AUM model may work best. Regardless of the type of fee structure, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is committed to being transparent and helping clients understand the costs and benefits of their services. Overall, the firm strives to provide flexible, transparent, and competitive fee structures that cater to the diverse needs of all their clients.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Blue Bell Private Wealth Management, LLC does not specify an investment minimum.

How This Office Can Help Blue Bell, PA Residents

Blue Bell Private Wealth Management, LLC is a financial planning firm that provides assistance and advice on financial matters to clients in Blue Bell, PA. Their services cater to a wide range of specific financial situations that someone living in Blue Bell might be facing, no matter the level of complexity. For instance, they can help clients with investment management, tax planning, estate planning, and retirement planning, among others. Many residents of Blue Bell are high net worth individuals who require specific financial management and investment strategies. Additionally, with the constant changes and updates in tax laws, it can be daunting to navigate through the nuances of tax planning by themselves. Blue Bell Private Wealth Management, LLC assists these clients by helping them minimize their tax liabilities while optimizing their investments. Moreover, they also provide guidance on retirement planning to ensure that clients have a comfortable standard of living once they retire. Overall, Blue Bell Private Wealth Management, LLC provides personalized strategies for their clients that align with their unique goals, financial situation, and risk tolerance, allowing them to make more informed decisions.

To view the Minimum Investment and Fee Schedule for Blue Bell Private Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Blue Bell Private Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Blue Bell Private Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 470 Norristown Rd #305, Blue Bell, PA 19422, USA
Phone (610) 825-3540
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location BLUE BELL EXECUTIVE CAMPUS, 470 NORRISTOWN ROAD, SUITE 305, BLUE BELL, PA 19422-2322, United States

This firm has no other locations.

State Registrations

Blue Bell Private Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Delaware
  • Florida
  • New Hampshire
  • New Jersey
  • New York
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Blue Bell Private Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.