Bacon & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bacon & Company is a small independent investment adviser that manages discretionary portfolios for individuals, families, family trusts and related personal retirement plans. The firm works with a modest client base (about 54 accounts) and invests in U.S.-listed common stocks, investment‑grade fixed income, and selected money‑market and other funds.
The firm's investment approach emphasizes long-term exposure to quality growth equities with low turnover, combined with investment‑grade bonds to temper price volatility; asset allocation decisions are made by matching capital market expectations to each client’s risk tolerance. Security selection is supported by quantitative ranking of the firm’s stock universe, and portfolios are managed on a fully discretionary, client‑tailored basis with the option to impose account restrictions.
Noteworthy aspects include its sole‑practitioner structure and a deliberately limited practice size intended to provide close scrutiny of each account, and its acceptance of individual (non‑high‑net‑worth) clients without a formal minimum. The firm charges percentage‑of‑assets advisory fees on a tiered schedule, does not charge performance‑based fees or operate private funds, and uses independent custodians for custody and reporting.
Client services
Expertise
Fee options
Fees may be negotiable and as an exception the firm may charge a flat fee.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Main office
Carmel CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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