Guides › Financial Advisor Fees
Updated September 27, 2026. Quick answer: Bahl & Gaynor discloses a tiered schedule starting at 1% in its Bahl & Gaynor LLC Part 2A of Form ADV: Firm Brochure (July 7, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Colony Family Offices Fees (2026), Commonwealth Financial Network Fees (2026) and Concurrent Investment Advisors Fees (2026).
The published numbers
From the Bahl & Gaynor LLC Part 2A of Form ADV: Firm Brochure (July 7, 2026): “The following schedule represents the standard fee schedule for High Net Worth (HNW) clients and institutional clients that are individually managed utilizing Bahl & Gaynor’s Separately Managed Accounts strategies: Assets Under Management: 1% on first $1 million, .85% on next $2 million, .65% on next $2 million, .5% on amounts over $5 million. B&G’s minimum account fee is $10,000 which may, at the firm’s discretion, be waived or discounted.”
- First $1 million: 1%
- Next $2 million: 0.85%
- Next $2 million: 0.65%
- Amounts over $5 million: 0.5%
Minimum annual fee: $10,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $10,000 | 4.00% |
| $500,000 | $10,000 | 2.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $18,500 | 0.92% |
B&G’s schedule is a marginal, bracket-style schedule computed from $0 (First $1 million 1.00%; Next $2 million 0.85%; Next $2 million 0.65%; Amounts over $5 million 0.50%), with a stated $10,000 minimum account fee: at $250,000 and $500,000 the First $1 million bracket’s 1.00% rate (2,500 and 5,000) is below the floor, so the floor applies; at $1,000,000, 1,000,000 x 0.01 = $10,000, exactly matching the floor; at $2,000,000, the first $1,000,000 contributes $10,000 and the remaining $1,000,000 falls in the Next $2 million bracket at 0.85% ($8,500), for $10,000 + $8,500 = $18,500.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Bahl & Gaynor’s own published rate runs $10,000 a year.
Comparing Bahl & Gaynor against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Bahl & Gaynor LLC Part 2A of Form ADV: Firm Brochure (July 7, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050885
- SEC Investment Adviser Public Disclosure, Bahl & Gaynor LLC (CRD #106139): https://adviserinfo.sec.gov/firm/summary/106139
- Bahl & Gaynor LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/106139/PDF/106139.pdf
Methodology. This page was built September 27, 2026, drawing on Bahl & Gaynor’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Weighing whether to move ahead? Read the full Bahl & Gaynor review.
Is Bahl & Gaynor a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Bahl & Gaynor’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Bahl & Gaynor against other options? See Bahl & Gaynor alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.