Assets Under Management
$476.2M
Number of Clients
322
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$119.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Bigelow Investment Advisors provides fee-only investment management services. They offer financial planning advice as part of their investment advisory services, but also as a separate, stand-alone service. The firm tailors investment advice to client needs, using historical data, financial projections, and questionnaires to understand financial goals.
| Assets Under Management | 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.
2 Monument Square, Suite 701, Portland, ME, 04101