Bahl & Gaynor (B&G) offers investment advisory services to individuals and institutions, including open-end registered funds. B&G manages investments through separate accounts, either directly or as a sub-advisor. They also provide investment management through broker-dealer-sponsored programs, including separately managed accounts (SMAs). B&G's portfolio managers work with clients to determine an appropriate asset allocation and portfolio strategy. While financial planning is part of the portfolio management process, B&G does not provide tax, insurance, or legal advice.
Assets Under Management$21B
Clients889
Advisors24
Avg. per Client$24M
Avg. per Advisor$870M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Minimum account fee is $10,000 which may be waived or discounted. Related accounts may be aggregated for fee calculation purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
24 Advisors at this firm
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