Bristol Gate specializes in managing dividend growth portfolios, focusing on US and Canadian equities. They manage investments for institutions and individual investors through separately managed accounts, ETFs, and private pooled investment funds. Bristol Gate also provides model portfolios to institutional clients. Their investment approach involves a proprietary methodology that identifies stocks with high expected dividend growth.
Fee Structure
Bristol Gate charges an annual fee based on the value of your account. The fee is 1.00% or less, and is negotiated with each client or wrap fee program sponsor. The fee is calculated daily, monthly, or quarterly. Clients in wrap fee programs will pay a single, higher fee that covers services from both Bristol Gate and the wrap fee program sponsor.