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
1725 Hughes Landing, Suite 1225, The Woodlands, TX, 77380
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
James is the treasurer for the Hopkins Society of Sigma Nu, dedicating a few hours per week. He also owns Bogart TX Properties LLC, 60-215 LLC, and LandXLS LLC, all real estate or equipment leasing companies, spending minimal time on each.