Bogart Wealth, LLC

Bogart Wealth, LLC is a registered investment adviser based in McLean, Virginia, established in June 2016. The firm offers financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations. Bogart Wealth specializes in advising clients on rolling over retirement account assets and managing those assets. The firm primarily manages client accounts through model portfolios, utilizing a combination of fundamental and technical analysis methods. Clients have discretion over decisions regarding implementation and are not obligated to act upon recommendations. The firm's investment strategies include global asset allocation models, equity stock models, and non-traditional strategies like structured notes and bond ladders. For fees, clients pay an annualized investment advisory fee based on assets under management, ranging from 0.55% to 1.43% depending on the portfolio value. Bogart Wealth does not receive compensation from the sale of securities or other investment products. The firm acts as a fiduciary, providing investment discretion for client accounts. Bogart Wealth does not engage in performance-based fees or side-by-side management. The firm has not been involved in any legal or disciplinary events and does not compensate third-party promoters for client introductions. Clients receive regular reports and statements from the firm and the custodian. Bogart Wealth also handles proxy voting for client securities. The firm's financial condition is stable, with no bankruptcy history in the past ten years.