Bradley, Foster & Sargent, Inc. offers investment advice to individuals, families, non-profits, institutions, a mutual fund, and a private investment fund. They develop investment programs and create individualized portfolios based on each client's specific requirements and goals. The firm primarily invests in equity securities, corporate debt, municipal securities, mutual funds, and government securities.
Assets Under Management$9.1B
Clients1,944
Advisors25
Avg. per Client$4.7M
Avg. per Advisor$360M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, including minimum annual fees, are negotiable for individually managed accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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