Business Description

Blue Bell Private Wealth Management is a full-service fee-only investment management firm located in suburban Philadelphia.

For over 39 years, Scott Sr. and his team have been 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 impeccable service. Our goal is to permanently improve every client's financial position, simplify their lives and achieve reliable investment results.

General Information

Gender:

Male

CRD#:

20-2308488

Firm CRD#:

20-2308488

Name of Custodial Firm:

Charles Schwab and Co., Inc.

States Licensed in:

PA, NJ, NY, MA, FL, CA.

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types:

Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Options & Futures

Qualifications & Memberships

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-only financial professional

Minimum Portfolio Size for New Managed Accounts:

250000

Compensation Methods:

Based on Assets

Prepared By:

J Scott Miller