Bogue Asset Management offers investment advice and financial planning. Investment advice involves ongoing recommendations about investments, but clients make their own decisions. Financial planning helps clients with various aspects of their finances. Jeff Bogue is the sole member of Bogue Asset Management and the only person who provides investment advice.
Assets Under Management$93M
Clients68
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Clients with over $150,000 in assets under management have the option to lock in the measure of their assets for the next four billing periods.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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