Theodore Barac is a registered investment advisor at Barac Capital Management, LLC, based in Austin, TX, with 13 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Thereafter: Negotiable
Fee Estimator
Location
7000 North Mopac Expressway, Suite 200, Austin, TX, 78731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Theodore is a contributor for Seeking Alpha, writing articles for compensation. He also teaches classes to credit professionals for Moody's Analytics on a contract basis.
Employment History
Current Registrations
Barac Capital Management, LLC
Previous Registrations
Barac Capital Management, LLC
State Registrations1 state
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