Baynes Investment Counsel (BIC) offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. BIC creates investment plans and manages portfolios with discretionary authority. BIC also provides one-time and ongoing financial planning services, including investment planning, insurance, tax, retirement, and college planning. BIC primarily recommends listed equities but may use other securities to diversify portfolios.
Assets Under Management$95M
Clients203
Advisors4
Avg. per Client$470K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are generally negotiable. Qualified clients can pay 1.00% of assets under management plus 10.00% of capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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