Assets Under Management
$20.1B
Number of Clients
866
Number of Advisors
23
Average Client AUM
$23.2M
AUM per Advisor
$873.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Bahl & Gaynor offers investment advisory services to individual and institutional clients, including open-end registered funds. They manage investments through separate accounts and SMA programs. Their strategies focus on high-quality dividend-growth companies with a long-term investment horizon. Financial planning elements are incorporated to align portfolios with client objectives.
| 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% |
Fees and services may be negotiable based on client type, asset class, pre-existing relationship, portfolio complexity and account size or other special circumstances or requirements.
255 East Fifth Street, Suite 2700, Cincinnati, OH, 45202