Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Bogart Wealth is registered with the SEC as an investment adviser (CRD #283886, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $6,435 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. 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.
For a closer look at this firm: Bogart Wealth Alternatives.
Bogart Wealth at a glance
| Fact | What Bogart Wealth’s own pages say |
|---|---|
| Legal entity | Bogart Wealth, LLC |
| Registration | Bogart Wealth, LLC is registered with the SEC as an investment adviser (CRD #283886, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $6,435 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Bogart Wealth |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What Bogart Wealth’s own fee schedule charges
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.
“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%”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,410 |
| $500,000 | $6,435 |
| $1,000,000 | $11,935 |
| $2,000,000 | $22,935 |
See the full breakdown, including how the figure is calculated, on Bogart Wealth’s own fee page.
Registration
Bogart Wealth, LLC is registered with the SEC as an investment adviser (CRD #283886, 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 Bogart Wealth.
What it costs to leave
Bogart Wealth, LLC’s Form ADV Part 2A states “Upon termination of the wealth management agreement, Bogart Wealth will refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.” Bogart Wealth, LLC names two possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Fidelity Brokerage Services LLC / National Financial Services LLC discloses no comparable line item (an honest gap).
The full walkthrough for Bogart Wealth is on our how to leave Bogart Wealth page; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
Other advisor-firm reviews
Read our review and this one too.
What we would compare it against
Before you decide, run the numbers against another firm using the financial advisor fee comparison, or price the dollar cost of any percentage fee over time with the Financial Advisor Fee Calculator and the Fee Drag Calculator.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (August 15, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054953
- SEC IAPD firm summary (CRD #283886, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/283886
Methodology. This page was built September 28, 2026, drawing directly on Bogart Wealth’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 Bogart Wealth; 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 Bogart Wealth’s own Form ADV Part 2A and Form CRS. We have not used Bogart Wealth as a client. Bogart Wealth did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.