Bourgeon Capital Management provides investment management and financial planning services to individuals, families, trusts, estates, and retirement plans. Bourgeon Capital Management builds customized portfolios tailored to each client's specific needs, risk tolerance, and investment objectives, typically using individual stocks, bonds, mutual funds, and exchange-traded funds. For clients seeking broader guidance, Bourgeon Capital Management offers financial planning covering budgeting, retirement preparation, estate planning, and charitable giving strategies. The firm is led by John A. Zaro, III and is based in Darien, Connecticut.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable, particularly for accounts over $25 million. Non-discretionary investment management is charged at 0.3% per year.