Bristol Gate Capital Partners INC.

Fee-Only (% of Portfolio)

Bristol Gate Capital Partners specializes in dividend growth equity strategies, focusing primarily on United States and Canadian large-cap equities. Using a proprietary machine learning model alongside fundamental research, Bristol Gate identifies companies expected to have strong dividend growth and builds concentrated, equally weighted portfolios. Bristol Gate serves individual investors through separately managed accounts and wrap fee programs, and also manages private pooled investment funds, exchange-traded funds, and institutional accounts. Additionally, Bristol Gate delivers model portfolios to institutional platforms. The firm emphasizes managing risk through strict security selection, focusing on companies with solid balance sheets and growing dividends while avoiding highly cyclical or commodity-driven businesses.

Assets Under Management$1.5B
Clients724
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$1.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual base fee is 1.00% or less, as negotiated with the individual client or wrap fee program sponsor.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Bristol Gate Capital Partners INC. - Fees, AUM & Advisors | TrueAdvisor