Baron Capital Management (BCM) offers investment advice to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other entities. BCM manages accounts for capital appreciation, primarily using long-only investment portfolios. BCM tailors its services to each client's investment objectives and regularly communicates with clients to understand their goals. BCM has been providing investment advisory services since 1982.
Fee Structure
BCM charges advisory fees based on a percentage of the value of your portfolio. These fees vary depending on factors such as the size of your account, the specific investment strategy used, and your overall relationship with BCM and its affiliates. While fees are negotiable, they typically range from 0.35% to 1.15% annually. Fees generally decrease as the amount you invest increases. Fees are usually paid quarterly, after the end of each quarter.