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Bluespring Wealth Partners Acquires $500+ Million Bedell Frazier Investment Counselling


Bluespring Wealth Partners Acquires $500+ Million Bedell Frazier Investment Counselling
Bluespring Wealth Partners Acquires $500+ Million Bedell Frazier Investment Counselling
Bedell Frazier is a high-growth, fee-only registered investment adviser (RIA) with over $500 million in assets under management. The firm is led by a dynamic young leadership team with over 55 years of combined industry experience, including President and CEO, Mike Frazier, Chief Operating Officer, Meredith Rosen and Chief Investment officer, Mike Harris.
Bluespring Wealth Partners investment in Bedell Frazier will provide the team with both access to capital and deep industry know-how to fuel growth and continued innovation in client service. Bedell Fraziers team will leverage Bluespring Wealth Partners back-office support and operational insights to afford its leaders more time with their valued clients. ....

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