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
Cedar Grove, NJ
Get directionsRegulatory History (1)
Customer Dispute
April 2012Other Business Activities
Jeremy works as an Institutional Portfolio Consultant for BG IS, LLC, distributing their products to financial professionals, dedicating full-time hours to this role. He is also a Registered Representative of Quasar Distributors, LLC.