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.
|Firm Start Year:||2005|
|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:||Non-Profit Organizations , Businesses , Individual Investors|
|Investment Types:||Alternative Investments , Bonds , Commodities , Options & Futures , Stocks , Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||At my office , At your home , At your office , Via email , Via phone|
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 and Fees
|Fee Structure:||I am a fee-only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||250000|
|Compensation Methods:||Based on Assets|
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.
|Jenkintown||King Of Prussia|
|Mount Ephraim||Mount Laurel|
|West Chester||Willow Grove|
|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|
Multi-year winner of the Five-Star Wealth Manager award which recognizes service professionals who provide quality services to their clients.? more