Banyan Lake Capital provides investment management and financial planning services. Investment management is tailored to individual client goals and risk tolerance. Financial planning covers various topics like retirement, taxes, insurance, and estate planning. Banyan Lake Capital also offers seminars and workshops.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Also offers performance-based fees for qualified clients, which are 15% of any increase from the previous quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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