Adam Werthmuller is a registered investment advisor at Banyan Tree Asset Management, LLC, based in Torrance, CA, with 2 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,001.
Fee Estimator
Location
21250 Hawthorne Blvd, Suite 550, Torrance, CA, 90503-5517
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Banyan Tree Asset Management, LLC
Banyan Tree Securities, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations3 states
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