Bacon & Company manages investment portfolios for individuals, families, and family trusts. The firm invests in publicly traded securities listed in the U.S., including common stocks, fixed income obligations, and money market funds. Bacon & Company focuses on managing risk through asset allocation and diversification, investing in high-quality securities for the long term.
Assets Under Management$69M
Clients51
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$69M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable, and a flat fee may be charged in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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