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Updated September 28, 2026. Quick answer: Bahl & Gaynor is registered with the SEC as an investment adviser (CRD #106139, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $10,000 a year under its published fee schedule. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Bahl & Gaynor at a glance
| Fact | What Bahl & Gaynor’s own pages say |
|---|---|
| Legal entity | Bahl & Gaynor LLC |
| Registration | Bahl & Gaynor LLC is registered with the SEC as an investment adviser (CRD #106139, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $10,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Bahl & Gaynor |
| Cost to leave (exit fee) | No how-to-leave page published for this firm yet |
What Bahl & Gaynor’s own fee schedule charges
“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.”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $10,000 |
| $500,000 | $10,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $18,500 |
See the full breakdown, including how the figure is calculated, on Bahl & Gaynor’s own fee page.
Registration
Bahl & Gaynor LLC is registered with the SEC as an investment adviser (CRD #106139, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Bahl & Gaynor.
What it costs to leave
Bahl & Gaynor does not yet have a dedicated exit-fee page on this site. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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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 IAPD firm summary (CRD #106139, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/106139
Methodology. This page was built September 28, 2026, drawing directly on Bahl & Gaynor’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Bahl & Gaynor; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Bahl & Gaynor’s own Form ADV Part 2A and Form CRS. We have not used Bahl & Gaynor as a client. Bahl & Gaynor did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.