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Updated September 28, 2026. Quick answer: Bahl & Gaynor does not publish a minimum dollar amount to open a the Program account. Instead, it enforces a $10,000-a-year minimum fee, which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
The minimum, in the firm’s own words
“B&G’s minimum account fee is $10,000 which may, at the firm’s discretion, be waived or discounted. B&G does not impose a minimum account size requirement for individually managed services.”
On waivability: “B&G’s minimum account fee is $10,000 which may, at the firm’s discretion, be waived or discounted.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| the Program | No published minimum account size | $10,000 minimum annual fee | N/A (fee floor, not account-size minimum) |
| Source: Bahl & Gaynor LLC Part 2A of Form ADV: Firm Brochure, July 7, 2026 | |||
Bahl & Gaynor’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $10,000 |
| $500,000 | $10,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $18,500 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Bahl & Gaynor’s own published fee schedule runs $10,000 a year; see the full dollar breakdown from Bahl & Gaynor’s own fee disclosure across several account sizes. Read our full review of Bahl & Gaynor before 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 28, 2026, quoting directly from Bahl & Gaynor’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.