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 $100K | 1.43% |
| $100K - $250K | 1.32% |
| $250K - $500K | 1.21% |
| $500K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.99% |
| $5.0M - $10.0M | 0.82% |
| $10M+ | 0.55% |
Fees may be negotiable based on client's particular needs and overall relationship with Bogart Wealth.
Fee Estimator
Bogart Wealth charges an annual investment advisory fee based on assets under management, ranging from 0.55% to 1.43%. This fee is prorated and charged quarterly in advance. The fee applies to all assets managed, including cash positions. Fee adjustments are made for inflows and outflows exceeding $50,000. Bogart Wealth reserves the right to negotiate different fees based on client needs and relationship. There is no stated minimum annual fee.
Areas of Practice
Advisor Information
Office location
Sugar Land, TX
Get directionsRegulatory History
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