Bigelow Investment Advisors offers investment management services to individuals, institutions, retirement plans, trusts, estates, and non-profit organizations. They provide investment advice tailored to clients' needs, using historical data, financial projections, and questionnaires to understand financial goals. Clients can customize their portfolios with cash equivalent specifications, socially responsible investments, and stock restrictions. Bigelow also offers financial planning advice as part of their overall investment advisory services and as a separate, stand-alone service.
Assets Under Management$560M
Clients331
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be offered to clients at a discount from the firm fee schedule. Some clients are charged fees based on earlier versions of the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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