Baron Capital Management is an independent registered investment advisor founded in 2001 and led by Baron Benham. The firm primarily serves individual clients and qualified retirement accounts, helping them build and grow their personal investment portfolios. Baron Capital Management tailors its strategies to meet each client's specific needs and allows clients to place restrictions on certain securities. The investment approach utilizes a top-down and bottom-up analysis, focusing heavily on global equities and exchange-traded funds to achieve broad diversification while managing risk. The firm requires all client accounts to be held at Interactive Brokers for trade execution and custody.
Fee Structure
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 vary based on account size or family relationship to Baron Benham.