Three Bell Capital LLC

Three Bell Capital LLC is a financial advisory firm established in November 2011, located in Dallas, TX. The firm specializes in private wealth management and corporate retirement plan services. For private wealth management, services include investment supervisory services, financial planning, and specific types of investments like mutual funds, equities, bonds, and more. The firm also manages private funds like the Resonant Funds. Corporate retirement plan services include investment management, participant education, fee benchmarking, platform selection, plan design, and fiduciary support. The firm charges management fees based on a tiered fee schedule, with a minimum account size of $1,000,000. Clients have the option to grant discretionary authority to the firm for investment decisions. TBC does not participate in wrap fee programs and does not accept commissions for the sale of securities. The firm's investment strategies include long-term trading, short-term trading, private investments, and more. TBC has no disciplinary actions, receives no soft-dollar benefits, and does not have custody of client assets. Clients receive quarterly reports and have the option to pay fees directly or have them deducted from their accounts. TBC does not vote on client securities and has no financial conditions that would impair its commitments.