Banyan Global Investment Advisors provides personalized asset management services to individuals, trusts, retirement accounts, and partnerships. The firm's typical client family maintains at least one million dollars in investable assets. Banyan Global Investment Advisors builds customized portfolios primarily focused on municipal bonds to protect principal while providing a reasonable return, while also incorporating equities, exchange-traded funds, mutual funds, and other fixed income securities when appropriate. Clients can request fully tailored portfolios, and the firm occasionally engages third-party managers for specific asset classes through separately managed accounts. Banyan Global Investment Advisors also offers access to high-risk strategies like initial public offerings and fixed income new issues for sophisticated clients who meet specific wealth and risk-tolerance thresholds. The firm operates on a discretionary basis, determining investments based on each client's individual objectives, risk tolerance, and investment policy statement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Annual management fees generally range from 0.30% to 1.20% of the net asset value and are negotiable. A separate platform fee ranging from 0.175% to 0.200% applies to separately managed account platform assets.