Haron Capital Management (HCM) manages investment portfolios for high-net-worth individuals, focusing on value-oriented investing. HCM emphasizes companies with a history of consecutive dividend increases, good fundamentals, and solid balance sheets. HCM primarily invests in exchange-traded funds (ETFs) and individual equities. The minimum amount required to open and maintain an account is $1,000,000.
Fee Structure
Haron Capital Management charges a performance-based fee of 20% of the capital appreciation of your portfolio. If your portfolio increases in value, you pay 20% of that increase. If the portfolio drops in value, you don't pay a fee until it exceeds the previous highest value. As an accommodation, HCM will consider a negotiable asset management fee up to 1% on a limited basis for certain clients.