Firm
Bourgeon Capital Management
Darien, Connecticut
Fee-only
Facts
| Based in | Darien, Connecticut |
|---|---|
| Website | bourgeoncapital.com |
| [email protected] | |
| Phone | (203) 280-1170 |
Bourgeon Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,000,000 |
|---|
In the firm's words
"Our clients typically have a minimum of $2 million in investable assets" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 99 |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 108054 |