Banyan Tree Asset Management specializes in managing fixed income portfolios for wealthy individuals and institutions. They work with clients who have already decided how to allocate their assets and need help managing the fixed income portion. Banyan Tree may use leverage, including margin and short sales, to pursue their investment strategies. They do not offer accounting, financial planning, legal, or tax advice.
Assets Under Management$1B
Clients44
Advisors3
Avg. per Client$23M
Avg. per Advisor$340M
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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