Roger R. Bell & Co., Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
25
16% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
25
Average account size
$0
Client services
Financial planning
Assist client on implementing advisory recommendations and provide retainer services
Assist client on implementing advisory recommendations and provide retainer services
Fee options
Fixed fees from $300 to $10,000 depending on scope and complexity; fixed fees are negotiable if estimated fee exceeds $10,000
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees
Hourly fees up to $800 per hour depending on scope and complexity
Fee-only: Fixed fees ranging from $300 to $10,000 depending on scope and complexity; hourly fees up to $800 per hour; monthly retainer fees between $100 and $10,000 depending on complexity, needs, and contract term
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Roger R. Bell & Co., Inc.
Pulaski VA, United States
Number of offices
1
Forms ADV
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