Our Services.
We provide customized portfolio construction tailored to each client's individual goals. We ensure continuous risk monitoring and disciplined rebalancing in response to evolving market conditions. Client accounts are managed on a discretionary basis pursuant to a limited power of attorney — meaning you never send us cash directly. Your assets remain securely held at your chosen custodian at all times. Extended market advice and consultations may be offered as a separate service upon client request.
Long and short term strategy design
Portfolio management
Risk management
Monthly routine communication
Strategy design change (IPS)
Detailed financial planning
High-frequency market related advice
Tax/retirement optimization
What happens now if you hire us?
Included in the Portfolio Management fee:
Services that may trigger additional charge:
We schedule a meeting with you, ideally at home or through videoconference to establish your financial goals and investor profile. This step will be used to draft your IPS (Investment Policy Statement).
3. Portfolio Management
4. Risk Management
2. Strategy Design
5. Ongoing Monitoring
1. Initial Consultation
Based on your IPS, we develop a disciplined, data-driven investment strategy that suits your short-term and long-term goals (saving for College, Retirement, New home purchase...)
Capital may be allocated at a different rhythm depending on your profile (Dollar-Cost Averaging, Lump Sum...)
Continuous monitoring and allocation adjustments designed to protect your capital across market cycles.
Continuous review, rebalancing, and optimization of portfolios. For the sake of transparency, we typically update our clients at each important operation.
Fee Schedule.
Baumont Capital advisory fees are calculated annually based on assets under management and are billed quarterly in arrears based on the account’s market value as of the last business day of each calendar quarter. Our goal is to align with client growth and long-term portfolio compounding:
For accounts below $14,999: A flat monthly fee applies and represents the minimum fee for portfolio management services. Clients with small account balances are encouraged to carefully evaluate whether the cost of this service is appropriate relative to their account size and investment objectives before engaging Baumont Capital LLC (~6% per year for $5000 accounts).
For accounts above $15,000: Advisory fees are based on a percentage of AUM (assets under management) and decline progressively as account balance increases.
Other Financial Service: Advisory consultations beyond the included time (for the two lower fee tiers) or any services that trigger additional charge mentioned above are available upon request and billed at $75 per hour.
Clients may terminate the advisory agreement at any time. Fees will be prorated through the date of termination. Baumont Capital does not charge performance-based fees. Brokerage commissions, transaction costs, and custodial fees charged by third-party custodians are separate from and in addition to advisory fees.
© 2026 Baumont Capital LLC. All rights reserved. Baumont Capital Management is a trade name of Baumont Capital LLC.
This site is published for residents of the United States for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities custodied through Interactive Brokers LLC by default. Member FINRA/SIPC www.finra.org and www.sipc.org. Baumont Capital LLC is not affiliated with Interactive Brokers LLC.
Contact
info@baumontcapital.com
Address
Baumont Capital LLC
2021 North Ridgewood Drive
67208, Wichita, KS
United States