Baxter Capital Management Review


Trust Score 96%
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Baxter Capital Management, federally registered in 1979, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 advisors. Baxter Capital Management manages $507.8 million and provides investment advisory services for 15 clients (1:5 advisor/client ratio).

Baxter Capital Management requires a $2,500,000 minimum investment and charges a blended rate between 0.20% and 0.02% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 5 clients (industry average 1:50)
  • Firm has been federally registered for 39 years

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $507.8 million
Average Account AUM $33,852,405
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $2,500,000
Minimum Annual Fee $5,000
Advisor / Client Ratio 1:5
Headquarters Indianapolis, IN
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $5,000,000 0.20%
$5,000,001 to $20,000,000 0.12%
$20,000,001 to $100,000,000 0.03%
$100,000,001+ 0.02%


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