Bass And Bell, Inc.

Bass and Bell, Inc. is an Arkansas corporation established in January 2019, offering discretionary and non-discretionary portfolio management and financial planning services to individuals, high net worth individuals, corporations, foundations, retirement plans, and other entities. The firm creates a Financial Profile and Investment Plan for each client based on their financial circumstances, goals, and risk tolerance. Investment strategies include long-term purchases, short-term purchases, short sales, margin transactions, and options trading. The firm primarily uses ETFs, mutual funds, stocks, fixed income securities, and money market funds for investments. Bass and Bell, Inc. charges portfolio management fees based on a percentage of assets under management, generally up to 1.0%. The firm may also provide financial planning services in conjunction with portfolio management, without separate fees. The Adviser does not have any performance-based fee arrangements and does not engage in side-by-side management. Clients have the option to direct brokerage services and may choose Raymond James as the custodian for their accounts. The firm does not vote proxies for client securities and does not require prepayment of fees exceeding $1,200 per client.