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Updated September 28, 2026. Quick answer: Bogart Wealth’s brochure states it does not generally impose a minimum account size to become a client, though specific model portfolios carry their own thresholds: entry-level, ETF-only models are generally used for accounts under $100,000, its other Global Asset Allocation models generally require $100,000 or more, and its Direct Indexing SMA strategy generally requires $250,000, with the firm able to waive any model’s minimum or maximum at its discretion.
The minimum, in the firm’s own words
“Bogart does not generally impose any minimum account size requirements. However, certain models have minimum and maximum account values as described in Item 8.B. Direct Indexing SMA strategy generally requires a higher account minimum of $250k.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Bogart Wealth advisory relationship | No firm-wide minimum; model minimums range up to $250,000 by strategy | Varies with account size | Waivable at firm’s discretion |
| Source: Form ADV Part 2A, August 15, 2026 | |||
Bogart Wealth’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,410 |
| $500,000 | $6,435 |
| $1,000,000 | $11,935 |
| $2,000,000 | $22,935 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Bogart Wealth’s own published fee schedule runs $6,435 a year; see the full dollar breakdown from Bogart Wealth’s own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with Fragasso Financial Advisors.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? 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, quoting directly from Bogart Wealth’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.