Bond Bell & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bond Bell & Co offers ongoing portfolio management to individuals, high‑net‑worth clients, and corporations or business entities, and provides financial planning and family‑office related consulting only in conjunction with its advisory relationships. The firm prepares an Investment Policy Statement for each client to document goals, risk tolerance and time horizon and then implements tailored portfolios to match those parameters.
The firm takes discretionary authority to implement its investment plans and uses a mix of analytical methods — including fundamental, quantitative, technical, cyclical and charting analysis — and trading approaches that range from long‑term investing to short‑term trading, margin and options strategies. These approaches carry material risks that the firm acknowledges and monitors, and the firm does not offer performance‑based or wrap fee programs.
Distinctive features include the firm’s stated acceptance of corporate/business entities as clients (portfolio management for institutional‑type clients, an uncommon offering among peers) and that it is a recently formed adviser with no assets under management at the time of reporting. The firm requires clients to use a specified custodian (Schwab Institutional), may receive soft‑dollar benefits and documents potential conflicts arising from a principal’s outside business activities and licensed compensation for product sales, and it does not aggregate trades for multiple client accounts, which can affect execution outcomes.
Client services
Expertise
Fee options
2.00% annually (maximum fee)
Commission compensation may be received from sale of insurance products and other products, but commissions are not the primary compensation and advisory fees are not reduced by commissions.
Main office
Fort Wayne IN
Advisors at this office
1
Most active in
California · Indiana · Texas
Also doing business as
Bond Bell & Co LLC · Bond Bell & Co.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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