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
Bradley, Foster & Sargent, Inc. offers wealth management services including financial planning, consulting, and discretionary/non-discretionary investment portfolio management. They develop customized investment programs based on client goals, risk tolerance, and financial situations, utilizing equities, fixed income, ETFs, and mutual funds. They also provide retirement plan advisory services.
| 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.
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT, 06103-3402