Bahl & Gaynor manages investment portfolios for individuals and institutions, specializing in dividend-growing stocks designed to provide long-term income and growth. The firm offers individually managed accounts tailored to client goals, model portfolios, and investment management through external wrap fee programs. Bahl & Gaynor focuses primarily on equity investments such as large-cap and small-cap dividend growth strategies, but can incorporate fixed income, exchange-traded funds, and alternative investments when appropriate. While the firm gathers information on client goals and risk tolerance to align portfolios, Bahl & Gaynor does not provide formal tax, insurance, or legal advice. Bahl & Gaynor also manages proprietary exchange-traded funds and mutual funds.
Fee Structure
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% |
Fees and services are negotiable. The minimum annual account fee is $10,000, which may be waived or discounted.