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 - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be offered to clients at a discount from the firm fee schedule. Some clients are charged fees based on earlier versions of the fee schedule. There is an account minimum of $500 per quarter, which may be waived by Bigelow in its discretion.
Fee Estimator
Fees are based on the market value of assets under management. The fee schedule is 1% on the first $1,000,000 of assets, 0.6% on the next $1,000,000 of assets, 0.5% on the next $3,000,000 and 0.4% on any assets in excess of the preceding asset amounts. There is an account minimum of $500 per quarter, which may be waived. Stand-alone financial planning services are billed at $165 per month on a 12-month contract.
Areas of Practice
Advisor Information
Office location
2 Monument Square, Suite 701, Portland, ME, 04101
Get directionsRegulatory History
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