Bradley, Foster & Sargent provides personalized investment advisory and portfolio management services for individuals, families, non-profits, and institutions. The firm focuses on building individualized portfolios tailored to each client's specific financial goals, risk tolerance, and tax considerations. Utilizing a long-term investment approach centered on capital preservation and growth at a reasonable price, Bradley, Foster & Sargent primarily invests in large-capitalization U.S. common stocks, fixed-income instruments, and mutual funds. The firm develops customized asset allocation strategies and maintains ongoing supervision of client portfolios. In addition to individual account management, Bradley, Foster & Sargent manages a registered equity mutual fund and a private investment partnership.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for individually managed accounts.