Bahl & Gaynor Review


Trust Score 84%
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Bahl & Gaynor, federally registered in 1990, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 21 advisors. Bahl & Gaynor manages $12 billion and provides investment advisory services for 1,314 clients (1:63 advisor/client ratio).

Bahl & Gaynor requires a $750,000 minimum investment and charges a blended rate between 0.90% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 28 years

Considerations


  • There is only one licensed advisor for every 63 clients (industry average 1:50)
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $12 billion
Average Account AUM $8,867,915
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $750,000
Minimum Annual Fee $6,750
Advisor / Client Ratio 1:63
Headquarters Cincinnati, OH
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 0.90%
$1,000,001 to $2,000,000 0.80%
$2,000,001 to $4,000,000 0.70%
$4,000,001 to $5,000,000 0.60%
$5,000,001+ 0.50%


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