BanyanTree Wealth Management offers custom-made portfolio management, pension consulting, and financial consulting services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. For portfolio management, BanyanTree Wealth Management works with clients to determine their investment objectives and risk tolerance to develop a suitable investment strategy. The firm monitors portfolio performance and rebalances as needed. BanyanTree Wealth Management also offers pension consulting services to sponsors of defined benefit or defined contribution plans, and financial consulting services on topics like estate planning, tax planning, and retirement planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.