Bayntree Wealth Advisors manages investment portfolios and delivers comprehensive financial planning services for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers both discretionary and non-discretionary investment management, building customized strategies focused on income planning, risk management, and long-term total return. Bayntree often utilizes third-party managers, exchange-traded funds, mutual funds, and variable annuities to construct client portfolios. In addition to investment management, the firm creates customized financial plans known as the Bayntree Blueprint, covering retirement, education funding, long-term care, and estate planning considerations. Bayntree also provides retirement plan consulting for plan sponsors. The firm operates with a main office in Scottsdale, Arizona, serving clients primarily across several states.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable at the firm's discretion.