Barac Capital Management (BCM) offers discretionary portfolio management services tailored to individual client needs and objectives. BCM requires a written investment management agreement. BCM evaluates client investments, risk tolerance, and time horizons, providing ongoing balancing and monitoring. Clients can request restrictions on certain securities. BCM does not participate in wrap fee programs.
Assets Under Management$16M
Clients15
Advisors1
Avg. per Client$1M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Thereafter: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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