Bigelow Investment Advisors, LLC
Assets Under Management
$476.2M
Number of Clients
322
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$119.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bigelow Investment Advisors provides fee-only investment management services. They offer portfolio management and investment advice, with discretionary and non-discretionary options. Financial planning is offered as part of overall investment advisory services, or as a separate service. They tailor advice to client needs, using risk measures and financial projections.
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
Location
2 Monument Square, Suite 701, Portland, ME, 04101