Jeremy David Kees

Bahl & Gaynor INC

18 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Bahl & Gaynor INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

866 clients

Average Client Portfolio

$23.2M average

Assets Under Management

$20.1B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Location

Cedar Grove, NJ

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History

Regulatory History (1)

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Customer Dispute

April 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Jeremy works as an Institutional Portfolio Consultant for BG IS, LLC, distributing their products to financial professionals, dedicating full-time hours to this role. He is also a Registered Representative of Quasar Distributors, LLC.