Bayntree Wealth Advisors offers investment management on a discretionary or non-discretionary basis, tailoring advice to individual client goals and risk tolerance. Bayntree may delegate management to third-party managers. Bayntree also provides financial planning services, including retirement, education, and estate planning. Bayntree also offers retirement plan consulting services to ERISA and non-ERISA retirement plans.
Assets Under Management$190M
Clients437
Advisors6
Avg. per Client$440K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$500K
Bayntree Wealth Advisors charges a percentage of your portfolio each year. The maximum annual advisory fee is 1.50%. Fees may be negotiable. There is a $100,000 account minimum, which may be waived. For some clients, fees for third-party managers will be paid by Bayntree from the advisory fee.
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