Banyan Capital Management is an investment counseling firm that invests in publicly-traded companies. Banyan purchases securities when the market price is at a discount to their assessment of the company's worth and when they expect the company's value to grow. They sell when prices approach or exceed their assessment of value or when the company's value begins to erode. Banyan provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Assets Under Management$280M
Clients140
Advisors2
Avg. per Client$2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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