Bourgeon Capital Management offers investment advice and financial planning to individuals, pension plans, trusts, estates, and charities. They manage investments on a discretionary basis, potentially including private real estate, equity, or credit. Bourgeon also provides financial planning services, assisting clients with budgeting, retirement, estate planning, and charitable giving goals. They tailor investment strategies to each client's needs and risk tolerance.
Assets Under Management$920M
Clients317
Advisors4
Avg. per Client$2.9M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable, particularly for accounts with a portfolio value above $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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