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Updated September 28, 2026. Quick answer: Bogart Wealth discloses a tiered schedule starting at 1.43% in its Form ADV Part 2A (August 15, 2026). Converted to dollars, that runs $6,435 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: Aldrich Wealth Fees (2026), Allstate Financial Advisors Fees (2026) and Allworth Financial Fees (2026).
The published numbers
From the Form ADV Part 2A (August 15, 2026): “PORTFOLIO VALUE BASE FEE Up to $100,000 1.43% $100,001-$250,000 1.32% $250,001-$500,000 1.21% $500,001-$2,000,000 1.10% $2,000,001-$5,000,000 0.99% $5,000,001-$10,000,000 0.825% Above $10,000,000 0.55%”
Note: CRD 283886 verified ACTIVE and SEC-registered (isIAFirm: Y) via the live SEC IAPD API this session. As of December 31, 2025, Bogart Wealth reported $3,190,530,230 in total regulatory assets under management ($2,510,632,050 discretionary, $679,898,180 non-discretionary). The firm imposes no minimum account size for its standard wealth management fee schedule, and no minimum dollar fee floors the schedule priced here.
- Up to $100,000: 1.43%
- $100,001 to $250,000: 1.32%
- $250,001 to $500,000: 1.21%
- $500,001 to $2,000,000: 1.10%
- $2,000,001 to $5,000,000: 0.99%
- $5,000,001 to $10,000,000: 0.825%
- Above $10,000,000: 0.55%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,410 | 1.36% |
| $500,000 | $6,435 | 1.29% |
| $1,000,000 | $11,935 | 1.19% |
| $2,000,000 | $22,935 | 1.15% |
Bogart Wealth prices the whole relationship on one marginal fee schedule, from 1.43% down to 0.55% as the balance grows through each published bracket. The figures below sum each bracket’s share of the balance at its own rate; no minimum fee applies to this schedule.
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, Bogart Wealth’s own published rate runs $6,435 a year.
Comparing Bogart Wealth 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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- Form ADV Part 2A (August 15, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054953
- SEC Investment Adviser Public Disclosure, Bogart Wealth, LLC (CRD #283886): https://adviserinfo.sec.gov/firm/summary/283886
- Bogart Wealth, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/283886/PDF/283886.pdf
Methodology. This page was built September 28, 2026, drawing on Bogart Wealth’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.
Thinking about leaving Bogart Wealth instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Bogart Wealth review.
Is Bogart Wealth 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 Bogart Wealth’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Bogart Wealth against other options? See Bogart Wealth alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.