Baron Benham, operating as Baron Capital Management, provides investment management services to individuals and, on a limited basis, to businesses. Baron creates and manages investment portfolios, aiming to grow their value. Baron invests in various public securities and asset classes, including Exchange Traded Funds (ETFs) and individual stocks from global exchanges. They may also invest in government, municipal, or corporate notes and bonds for specific client situations. Wrap fee programs are not offered.
Assets Under Management$2.1M
Clients19
Advisors1
Avg. per Client$110K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.80% |
| $50K - $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable and may be amended by Advisor upon 60 days’ written notice to Client. Fee rates may be reduced anytime at Baron Capital Management’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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