Bogle Wealth Management provides investment management services to high-net-worth individuals, families, trusts, and estates. Bogle Wealth Management acts as a fiduciary, providing objective financial advice on a fee-only basis. Bogle Wealth Management works with clients to create a portfolio strategy and constructs portfolios using exchange-traded funds, individual stocks, and bonds. Investment decisions are made with client consent.
Assets Under Management$21M
Clients6
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Bogle Wealth Management's fees are negotiable and range from 0.70% to 2.00% annually, based on the value of your portfolio. Fees are paid either quarterly or monthly. The specific fee will take into consideration the total amount you have invested with Bogle Wealth Management.
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