Drew Estes is a registered investment advisor at Banyan Capital Management, INC., based in Atlanta, GA, with 9 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 140 clients with $280M 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 |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
These fees apply to equity/balanced accounts. Lower fees apply to mutual fund and fixed income accounts.
Fee Estimator
Location
2100 Riveredge Parkway, Suite 1030, Atlanta, GA, 30328
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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 →Other Business Activities
Drew teaches a CPE course for the Georgia Society of CPAs. This activity is not investment-related.
Employment History
Current Registrations
Banyan Capital Management, INC.
State Registrations3 states
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