Baxter Investment Management
Assets Under Management
$1.0B
Number of Clients
434
Number of Advisors
5
Avg. Portfolio per Client
$2.3M
Avg. Managed per Advisor
$201.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Baxter Investment Management offers personalized investment portfolio management. They focus on managing risk through careful research and long-term investing, seeking undervalued opportunities for attractive returns. They may recommend investments in private funds to qualified clients after initial and ongoing due diligence. Baxter tailors advice to individual needs and allows reasonable restrictions on investments. Clients are responsible for notifying Baxter of any changes to their financial situation or investment objectives. They also assist clients with retirement plan accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and account minimums may vary and are subject to negotiation.
Fee Estimator
Areas of Practice
Location
1030 East Putnam Avenue, Riverside, CT, 06878