Bogart Wealth, LLC

CRD#283886
Investment Advisor Firm

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Learn more about Bogart Wealth, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Bogart Wealth, LLC is located at 2010 Corporate Ridge, Mc Lean, VA. The firm employs 20 financial advisors to manage client portfolios and provide financial guidance. Bogart Wealth, LLC is not a registered broker-dealer.

    Bogart Wealth, LLC oversees $2.6 billion in assets under management across 6,495 accounts, of which 4,119 are discretionary and 2,376 are non-discretionary. Over the past year, the firm has provided financial planning services to 1,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Bogart Wealth, LLC is asset-based. The firm has 619 high net worth clients.

    Bogart Wealth, LLC is registered in the states of Alabama, Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.

    Assets Under Management

    $2.6 billion

    Number of Advisors

    20

    Disclosures

    No

    Office Location

    2010 Corporate Ridge
    Mc Lean, VA 22102

    Bogart Wealth, LLC by the Numbers

    Total Assets Under Management

    $2.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    36

    National Average: 64
    Total Number of Accounts

    6,495

    National Average: 375,227
    Average Account Size

    $403.3 thousand

    National Average: $23.0 thousand
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    Products and Services

    Bogart Wealth, LLC offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, and educational seminars. In the last fiscal year, Bogart Wealth, LLC provided 1000 of its customers with financial planning services. It does not sell products or offer services other than investment advisory services to its investment advisory clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Find a firm that offers this service

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial management typically are based on the financial services offered. Fees billed by Bogart Wealth, LLC typically consist of the following fee type: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with retail investors and high net worth investors. Out of its 2 clients, Bogart Wealth, LLC's biggest client group by number of accounts is high net worth investors, although it also manages money for 619 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 49.17%
    • Other Individuals - 50.83%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Bogart Wealth, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Bogart Wealth, LLC

    Misty Garza
    Sugar Land, TX
    Daniel Evans
    Spring, TX
    Amanda Muse
    Spring, TX
    Jung Seh
    Mclean, VA
    Leah Dwyer
    Mc Lean, VA
    Nicolas Conforti
    Mc Lean, VA
    Peter Knoer
    Houston, TX
    Sydney Rutledge
    Mc Lean, VA
    Patrick Marcinko
    Mc Lean, VA

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