{
  "slug": "bourgeon-capital-management-llc",
  "name": "Bourgeon Capital Management, Llc",
  "description": "Bourgeon Capital Management, LLC provides wealth management and investment advisory services, specializing in building long-term, multigenerational relationships with high-net-worth individuals and institutions. Their clientele includes individuals navigating life transitions, trust and estate beneficiaries, private equity and hedge fund executives, family business owners, corporate executives, trustees, executors, and private endowments and foundations, typically with a minimum of $2 million in investable assets.",
  "url": "https://optimly.ai/brand/bourgeon-capital-management-llc",
  "websiteUrl": "https://bourgeoncapital.com/",
  "logoUrl": "https://logo.clearbit.com/bourgeoncapital.com",
  "baiScore": 37.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-05T15:00:03.369Z",
  "verifiedVitals": {
    "website": "https://bourgeoncapital.com",
    "category": "Wealth Management",
    "what_it_does": "Bourgeon Capital Management, LLC provides comprehensive financial management and advisory services, including investment advice, financial planning, portfolio management, asset allocation, risk management, retirement planning, tax planning, and estate planning. The firm focuses on building long-term, multigenerational relationships with clients.",
    "primary_audience": "Individuals transitioning to another phase of life (retirement, divorce, death of a loved one), Trust and Estate Beneficiaries, Private Equity and Hedge Fund executives, Family business owners and corporate executives interested in diversifying their assets, Trustees and Executors, and Private Endowments and Foundations. Clients typically have a minimum of $2 million in investable assets.",
    "core_product": "Actively managed separate accounts for investment portfolios comprising stocks and bonds, alongside comprehensive financial planning and portfolio management services.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Fee-based, including asset-based (percentage of assets under management, typically 0.50% to 2.00% annually), hourly, or fixed fees. The firm is fee-only and does not offer wrap fee programs."
    },
    "parent_ownership": "Independently owned and operated, founded by John A. Zaro."
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790197644817
}