Bogart Wealth, LLC
Assets Under Management
$2.7B
Number of Clients
1,329
Number of Advisors
21
Average Client AUM
$2.0M
AUM per Advisor
$127.6M
Compensation
Fee-Only (AUM)
About This Firm
Bogart Wealth provides financial planning, consulting, and wealth management services. They specialize in retirement account rollovers and management. Services include discretionary and non-discretionary investment portfolio management, tax preparation (for clients with over $2M managed), and advice on legacy positions. They manage assets through model portfolios and offer various strategies based on client risk profiles.
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
Location
2010 Corporate Ridge, Suite 900, Mclean, VA, 22102