Banyan Asset Management offers investment advisory services on a fee-only basis. Banyan can manage investments with or without the client's prior consent for each trade. Banyan does not offer financial planning, estate planning, tax planning, insurance planning, or accounting services, but may provide limited consultation services on these matters. Clients can place restrictions on the firm's services.
Assets Under Management$27M
Clients30
Advisors1
Avg. per Client$900K
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
The investment management fee is subject to a $2,000 annual minimum per household. The Registrant, in its sole discretion, may charge a lesser investment management fee or waive the requirement of an annual minimum fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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