We recognize and appreciate that your financial situation is unique to you. That is why Bigelow creates portfolios custom tailored to each of our clients' objectives. A customized portfolio will help you to gain some control over your portfolio's asset allocation, internal investment cost, tax efficiency, and interest rate risk.
How are we able to do this? By maintaining a very low client-to-advisor ratio and focusing on building a quality relationship with each client.
A well-managed investment portfolio is a key element in supporting your overall financial plan and personal financial goals.
Bigelow Investment Management Fee Schedule:
1% per year on the first $1,000,000 of assets managed
0.60% per year on the next $1,000,000 of assets managed
0.50% per year on the next $3,000,000 of assets managed
0.40% per year on any additional assets managed
$500 minimum quarterly fee
$300,000 minimum investment relationship, which may be waived for those in the accumulation phase