Bogart Wealth provides financial planning, consulting, and wealth management services, including discretionary and non-discretionary investment portfolio management. They specialize in advising clients on retirement account rollovers. Bogart Wealth uses model strategies and monitors investments regularly. Clients work with an advisor to determine the best model based on their risk profile and financial goals. They may invest in cryptocurrency ETFs and structured notes.
Assets Under Management$2.7B
Clients1,329
Advisors26
Avg. per Client$2M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 needs and relationship with Bogart Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26 Advisors at this firm
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