Bogart Wealth provides comprehensive wealth management services, combining personalized financial planning with discretionary and non-discretionary portfolio management. The firm assists clients with retirement planning, tax and cash flow planning, trust and estate planning, and education funding. Bogart Wealth specializes in managing rollover retirement accounts and utilizes model portfolios consisting of global asset allocation strategies, stock-only models, bond ladders, structured notes, and alternative investments. The firm works primarily with individuals, trusts, estates, and charitable organizations, custodying client assets with major broker-dealers like Charles Schwab and Fidelity Investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.43% |
| $100K - $250K | 1.32% |
| $250K - $500K | 1.21% |
| $500K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.99% |
| $5.0M - $10.0M | 0.82% |
| $10M+ | 0.55% |
Fees are negotiable based on the client's particular needs, overall relationship, and other unique circumstances.