Our Services.

We provide customized portfolio construction, continuous risk monitoring, and disciplined rebalancing based on evolving market conditions for all our clients. We often propose to manage portfolios discretionarily (pursuant to a limited power of attorney) but other solutions exists. Extended financial planning and advice, estate and tax advisory 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 estate/financial planning
Daily market related advice
Tax/retirement modeling

What happens now if you hire us?

Included in the Portoflio 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 rythm 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.

SCHEDULE A CONSULTATION

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. We apply a minimum annual advisory fee for smaller accounts, implemented through flat monthly billing tiers and propose a declining fee schedule for higher tiers. Our goal is to align with client growth and long-term portfolio compounding:

For accounts below $25,000, flat monthly fees apply and represent the minimum fees for portfolio management services.
For accounts above this threshold, advisory fees are based on a percentage of assets under management and decline progressively as account size increases.
Additional advisory consultations beyond the included time 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.

SCHEDULE A CONSULTATION

Contact

info@baumontcapital.com

This site is published for residents of the United States and is 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 offered through Securities America, Inc. Member FINRA/SIPC www.finra.org and www.sipc.org. Advisory Services offered through Securities America Advisors, Inc.