Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Minimum account fee is $10,000, which may be waived or discounted. A minimum of $1,000,000 of assets under management is required for individually managed services, but this may be negotiable.
Fee Estimator
Bahl & Gaynor charges an annual fee based on a percentage of assets under management. The standard fee schedule for high-net-worth and institutional clients starts at 1% on the first $1 million, decreasing for larger portfolios. The minimum account fee is $10,000, which may be waived or discounted. A minimum of $1,000,000 of assets under management is required for individually managed services, but this may be negotiable. Clients may also incur fees charged by custodians and broker-dealers.
Areas of Practice
Advisor Information
Office location
Tampa, FL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is a registered representative with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.