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About Blue Bell Private Wealth Management, LLC |
Blue Bell Private Wealth Management is a fee-only investment management firm
located in Blue Bell, Pennsylvania, a nearby suburb of Philadelphia. As a
Registered Investment Advisor (RIA), we have a fiduciary responsibility to act
always in the best interest of our clients.
With over 80 years combined experience, the partners and team of Blue Bell
Private Wealth Management are dedicated to helping our clients maximize
their financial goals. Through a team effort, we seek to build and maintain long-
term relationships using constant, effective communication and providing
impeccable service. Our goal is to improve every client?s financial position
permanently, simplify their lives and achieve reliable investment results.
In order to safeguard client assets, all securities and cash are held off-site by
Charles
Schwab & Co., Inc. |
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General Information |
| Years of Experience in Financial Services: |
7
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| States Licensed in: |
PA, NJ, NY, MA, FL, CA.
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| Name of Custodial Firm: |
Charles Schwab and Co., Inc.
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| Number of Years with Current Firm: |
4
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| Insurance License#: |
540103
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| States Willing to do Business in: |
Abington,Ambler,Ardmore,Aston,Audubon,Bala Cynwyd,Bensalem,Berwyn,Broomall,Bryn Athyn,Bryn Mawr,Burlington,Chalfont,Cheltenham,Cherry Hill,Chester,Chester Springs,Collegeville,Collingswood,Colmar,Conshohocken,Devon,Doylestown,Drexel Hill,Dublin,Elkins Park,Exton,Feasterville Trevose,Flourtown,Folcroft,Fort Washington,Fountainville,Furlong,Gladwyne,Glen Mills,Glenolden,Green Lane,Gwynedd,Haddon Heights,Haddonfield,Harleysville,Hatboro,Hatfield,Haverford,Hilltown,Horsham,Huntingdon Valley,Jamison,Jenkintown,King Of Prussia,Lafayette Hill,Lambertville,Lansdale,Levittown,Line Lexington,Malvern,Maple Shade,Media,Mont Clare,Montgomeryville,Moorestown,Morrisville,Mount Ephraim,Mount Laurel,Narberth,New Hope,Newtown,Newtown Square,Norristown,North Wales,Norwood,Oaklyn,Oreland,Ottsville,Paoli,Perkasie,Perkiomenville,Philadelphia,Phoenixville,Pipersville,Quakertown,Richboro,Ridley Park,Royersford,Runnemede,Sassamansville,Schwenksville,Sellersville,Sharon Hill,Skippack,Souderton,Southampton,Spring City,Springfield,Swarthmore,Thornton,Trumbauersville,Villanova,Warminster,Warrington,Washington Crossing,Wayne,West Chester,Willow Grove,Woodlyn,Wycombe,Wyncote,Wynnewood
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Services |
| Investment Types: |
Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
250000
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