Banyan Tree Asset Management specializes in managing fixed income and bond portfolios for ultra-high-net-worth individuals, families, and institutional clients. Founded in 2013 and based in Torrance, California, the firm builds customized bond portfolios tailored to each client's specific return and risk objectives, utilizing active management strategies to seek tax efficiency and income. Banyan Tree Asset Management does not provide financial planning, accounting, legal, or tax advice, focusing strictly on managing bond investments and fixed income assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.50% |
| $20.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees for accounts over $100,000,000 are negotiable. For short sales of fixed income securities, management fees are based on the par amount of bonds sold. For margined positions, fees are based on market value without offsetting debit balances.