Blue Bell Private Wealth Management, LLC | Financial Advisor in Blue Bell ,PA

470 Norristown Road, Suite 305
Blue Bell, PA 19422

Independence You Can Trust


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
Schwab & Co., Inc.

7 Years of Experience

General Information
Firm Start Year:   2005
No.of Employees:   10-19
Insurance License#:   540103
Name of Custodial Firm:   Charles Schwab and Co., Inc.
States Licensed in:   PA, NJ, NY, MA, FL, CA.
Number of Years with Current Firm:   4
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations

Investment Types:   Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Stocks , Bonds , Commodities
I can meet clients in the following ways:   Via email , Via phone , At your home , At my office , At your office

Qualifications & Memberships
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


Hank Fox

Hank Fox


Before joining BBPWM, Hank was an Investment Advisor at Morgan Stanley. Previously, Hank had a successful career in the bio-pharmaceutical industry, including several years as an independent consultant. Hank also is a volunteer for the Philadelphia affiliate of Susan G. Koman for the Cure.

Hank received his Bachelor?s degree from LaSalle University and his Master?s degree from Temple University. Hank and his wife reside in Blue Bell.

Communities Served

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

Office Hours

Mon. 7:30 AM - 5:00 PM
Tue. 7:30 AM - 5:00 PM
Wed. 7:30 AM - 5:00 PM
Thu. 7:30 AM - 5:00 PM
Fri. 7:30 AM - 5:00 PM

Awards & Recognitions

Five-Star Wealth Manager

Multi-year winner of the Five-Star Wealth Manager award which recognizes service professionals who provide quality services to their clients. ? more

Social Networks

tweeter facebook linkedin google plus