Bartlett Wealth Management: Platform Profile

Overview

Bartlett Wealth Management is the consumer-facing brand of Bartlett & Co. Wealth Management LLC, CRD 292246. This canonical review applies to the bartlett1898.com firm and must not be merged with unrelated Bartlett-branded advisory practices.

Current March 2026 filing reports approximately $10.253 billion of AUM as of December 31, 2025.

May fit better for

• households with approximately $2 million or more;
• clients seeking integrated investment management and financial planning;
• investors comfortable with progressive AUM pricing;
• qualified investors considering private funds;
• households comfortable with third-party custody.

May fit less well for

• small portfolios;
• active self-directed traders;
• users who assume the $2 million threshold is unwaivable;
• clients seeking one bundled all-in fee.

Wealth minimum versus institutional minimum

• General wealth minimum: $2,000,000
• Smaller relationships discretionary: Yes
• Institutional fixed income minimum: $10,000,000

Wealth fee schedule

• First 2m: 1.00%
• Next 5m: 0.75%
• Above 7m: 0.50%
• Wealth schedule progressive: Yes

At $10 million, the illustrative breakpoint total is $72,500, an effective rate of 0.725%.

Billing and fee base

• Billing frequency: quarterly
• Billing timing general: in advance
• Legacy billing in arrears possible: Yes
• Margin purchased securities can increase fee base: Yes

Cash, accrued interest and margin-purchased securities can remain in the applicable fee base. Margin interest is separate.

Financial planning

• Initial planning fee: $5,000
• Ongoing planning fee annual: $3,000
• Ongoing planning fee monthly: $250
• Planning included at or above AUM: $2,000,000

Performance fees and alternatives

• Performance based fee: No
• Private funds possible: Yes
• Daily liquidity universal: No

Private investments can impose separate manager fees, incentive allocations, long holding periods and qualification requirements.

Custody and parent-company conflicts

Bartlett maintains relationships with numerous custodians. If the client does not direct another custodian, Bartlett can recommend Schwab.

• Schwab recommended when client does not direct: Yes
• Schwab services benefit conflict: Yes
• Focus Financial Partners parent: Yes
• Affiliated service conflicts possible: Yes

Current disclosure identifies Bartlett as an indirect Focus Financial Partners subsidiary and discusses affiliated service relationships including UPTIQ/Flourish.