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Edward Joseph Bell

Gries Financial Partners

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About Edward Joseph Bell

Edward Bell is a financial advisor at Gries Financial Partners. Edward has been in the financial services industry since June 1994. Edward is a Certified Financial Planner and is registered as an Investment Advisor Representative in Ohio. Edward specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Edward offers a variety of advisory services including financial planning, portfolio management, selection of other advisers, and personal trustee services.

Firm Information

Edward Bell is currently registered with Gries Financial Partners. Gries Financial Partners is a Cleveland, OH-based investment advisory firm with approximately $1.28 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, as well as personal trustee services, bill pay, and tax prep assistance. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans.
Gries Financial Partners

1801 E NINTH STREET STE 1600

CLEVELAND, OH 44114

$1.28B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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personal trustee services, bill pay, and tax prep assistance

Personal trustee services, bill pay, and tax prep assistance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Personal trustee services, bill pay, and tax prep assistance

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Edward Bell’s Registration & Firm History

OH

12/23/1999 - Present

Gries Financial Partners (CLEVELAND OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Joseph Bell.
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