Bartlett & Co. Wealth Management offers wealth management services, typically on a discretionary basis, using mutual funds, exchange-traded funds (ETFs), and individual securities. Bartlett also provides financial planning and consulting services, which may be part of the investment advisory engagement or a separate agreement. Bartlett may recommend unaffiliated money managers. Bartlett is a fee-only registered investment advisor and is compensated solely from fees paid directly by clients.
Assets Under Management$9.4B
Clients2,257
Advisors34
Avg. per Client$4.2M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Fees are negotiable. Bartlett does discount or waive fees for employees, family members, or friends of the firm at our sole discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location
34 Advisors at this firm
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