Bell Investment Advisors Inc

Bell Investment Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm’s planning services can include retirement planning, real estate analysis, employer stock option analysis, education funding, insurance needs and gifting.

The firm tailors investment recommendations to clients’ age, income, family circumstances, financial condition, retirement goals and risk tolerance, and it conducts ongoing monitoring of accounts while reviewing market, economic and geopolitical trends and industry research. Bell typically exercises discretionary trading authority but can provide non-discretionary advice for designated assets, and it recommends custody with Charles Schwab for trading, reporting and back-office services.

Bell manages approximately $788 million in client assets across about 429 accounts with a six-advisor team, suggesting relatively high assets per client and an emphasis on a smaller number of larger relationships. The firm has operated since 1991, reports no disciplinary history, offers several specialized planning analyses, and discloses compensation practices (including bonuses and client-generation targets) that clients should consider as potential conflicts of interest.