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. Your 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