Bradley Foster & Sargent INC
Assets Under Management
$7.7B
Number of Clients
4,546
Number of Advisors
22
Average Client AUM
$1.7M
AUM per Advisor
$348.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bradley, Foster & Sargent, Inc. offers wealth management services including financial planning, consulting, and discretionary/non-discretionary investment portfolio management. They tailor investment programs to client's goals, risk tolerance, and financial situation, using equities, fixed income, ETFs, and mutual funds. They also provide retirement plan advisory services to plan sponsors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, including minimum annual fees, are negotiable for individually managed accounts.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly. The standard fee schedule is 1% annually on the first $2 million, 0.75% on the next $3 million, and 0.50% on the remaining balance. The minimum annual fee is $5,000, but fees are negotiable. Financial planning services are offered on an hourly basis (up to $300/hour) or for a fixed fee, based on estimated hours. Napatree acquisition clients have different fee schedules. Wealth management fees for these clients are 0.90% on the first $2 million, 0.75% on the next $2 million (up to $4 million), 0.65% on the next $2 million (up to $6 million), 0.45% on the next $2 million (up to $8 million), and negotiable over $8 million. Agent for Independent Trustee and Non-Profit Organization fees are also listed with negotiable fees over $8 million. Short-Term Fixed Income Portfolio fees are 0.20% up to $2 million, 0.15% on the next $2 million (up to $4 million), and negotiable over $4 million.
Areas of Practice
Location
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT, 06103-3402