Bedell Frazier Investment Counselling, Llc.

Bedell Frazier Investment Counselling LLC, established in 1975, is a registered investment adviser based in Walnut Creek, CA. The firm offers personalized Comprehensive Portfolio Management Services and Retirement Plan Consulting. For Comprehensive Portfolio Management, clients receive asset management and financial planning services tailored to their financial goals. The firm conducts client meetings to understand financial situations, goals, and risk tolerance, then presents an investment approach consisting of various securities. Portfolios are regularly monitored and rebalanced based on individual needs. Retirement Plan Consulting services assist employer plan sponsors in managing participant-directed retirement plans, including investment policy statements, asset allocation, investment monitoring, and participant education. Bedell Frazier's fee structure includes a maximum annual fee of 1.25% for Comprehensive Portfolio Management, billed quarterly based on account value. Retirement Plan Consulting fees are based on a percentage of managed plan assets, not exceeding 1.25%. Clients are required to have a minimum of $500,000 or a minimum annual fee of $6,000 per household to open and maintain an advisory account, with the option to waive this minimum based on potential asset growth. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Bedell Frazier primarily uses fundamental analysis and technical analysis in its investment strategies, offering long-term purchases, option writing, and short-term trading. The firm does not have any reportable disciplinary information and does not provide cash or non-cash compensation for client referrals. Bedell Frazier does not vote proxies on behalf of clients but may offer advice on corporate actions and proxy voting rights upon request. The firm does not have custody of client funds or securities and does not vote proxies on behalf of clients. Bedell Frazier does not have any financial conditions that would prevent meeting contractual commitments.