The Bedminster Group Fees & Minimum

Overview

Headquarters: Bluffton, SC
Total Firm Assets: $199 million
Average High-Net-Worth Client Portfolio Size: $2.3 million
Stated Minimum Account Size: $400,000

Fee Disclosure

Source: THE BEDMINSTER GROUP (2026-02-17) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,500,000	0.90%
$2,500,001	$5,000,000	0.80%
$5,000,001	$8,000,000	0.70%
$8,000,001	and above	Negotiable

Stated Minimum Annual Fee: $4,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$43,500	0.87%
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 67.30%
Number of High-Net-Worth Clients: 59
Total Client Accounts: 517
Discretionary Accounts: 516
Non-Discretionary Accounts: 1

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 118794

THE BEDMINSTER GROUP (2026-02-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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