Babylon Capital manages investment portfolios for individuals based on their specific needs and goals. Babylon Capital's investment expertise extends to equities, ETFs, mutual funds, fixed income securities, and international securities. The firm's investment philosophy is built around curating a diversified portfolio of exceptional businesses that demonstrate strong returns on capital, sustainable competitive advantages, strong predictable cash flow generation, attractive growth opportunities, and a proven track record of earnings growth.
Assets Under Management$29M
Clients84
Advisors1
Avg. per Client$340K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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