Bahl & Gaynor INC
Assets Under Management
$20.1B
Number of Clients
866
Number of Advisors
23
Avg. Portfolio per Client
$23.2M
Avg. Managed per Advisor
$873.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Bahl & Gaynor provides investment management services to individuals and institutions through separately managed accounts and model portfolios. They work with clients to determine an appropriate asset allocation and portfolio strategy. Bahl & Gaynor also provides investment management through programs sponsored by broker-dealers and other financial firms. While financial planning is part of the portfolio management process, Bahl & Gaynor does not provide tax, insurance, or legal advice.
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% |
Minimum account fee is $10,000 which may be waived or discounted.
Fee Estimator
Areas of Practice
Location
255 East Fifth Street, Suite 2700, Cincinnati, OH, 45202