Bogart Advisory Group manages investment portfolios for individuals, focusing primarily on high-net-worth clients. Founded in 2026 and led by Andrew Bogart, the firm creates customized investment plans tailored to each client's specific financial goals, time horizon, risk tolerance, and tax situation. Bogart Advisory Group builds portfolios primarily using mutual funds, exchange-traded funds, equities, and fixed-income securities. The firm uses fundamental analysis and modern portfolio theory to guide its investment strategy, aiming to maximize expected returns for a given level of risk. Clients give the firm the authority to buy and sell investments on their behalf without needing prior approval for every transaction. Bogart Advisory Group operates as a registered investment advisor and is legally required to act in your best interest when providing advice on retirement and individual retirement accounts. The firm does not participate in wrap fee programs and does not accept performance-based fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable and memorialized in the client's advisory agreement.