Bogart Advisory Group LLC (BAGL) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. BAGL creates an Investment Policy Statement for each client and may request authority to make trades without asking first. BAGL generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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