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)
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. Clients complete an investor profile to determine an appropriate investment strategy. The firm manages accounts according to model portfolios.
| 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% |
2010 Corporate Ridge, Suite 900, Mclean, VA, 22102