Baynes Financial provides investment advice, financial planning, and financial coaching services. Investment advice is non-discretionary, meaning clients approve all transactions. Financial planning covers retirement, legacy, succession, insurance, education, investment, business exit, major purchase, cash flow, tax, and budget planning. Financial coaching is for clients without investable assets, focusing on building wealth through goal setting, budgeting, insurance, and investment education.
Assets Under Management$3.3M
Clients10
Advisors1
Avg. per Client$330K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...