Ezra Alpert is a registered investment advisor at Bayntree Wealth Advisors, LLC, based in Scottsdale, AZ. Ezra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 437 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ, 85253
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bayntree Wealth Advisors, LLC
State Registrations1 state
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