Janet Brown is a registered investment advisor at Basso Capital Management, L.P., based in Stamford, CT, with 28 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $2.2B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $250.0M | 0.40% |
| $250M+ | 0.40% |
Fees negotiable for accounts above $250,000,000.
Fee Estimator
Location
1266 East Main Street, Stamford, CT, 06902
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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 →Employment History
Current Registrations
Basso Capital Management, L.P.
Previous Registrations
One Capital Management, LLC
Fundx Investment Group, LLC
State Registrations1 state
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