Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bayntree charges investment management clients a fee based on a percentage of assets under management, with a maximum annual advisory fee of 1.50%. There is an account minimum of $100,000, which may be waived. Fees are typically billed monthly, in arrears. Financial planning fees are offered at an hourly rate, not to exceed $500 per hour, and at a fixed rate, not to exceed $15,000. Advisory fees do not include additional fees that are the responsibility of the client, such as variable annuity internal fees and transaction fees.
Areas of Practice
Advisor Information
Office location
7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ, 85253
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is a managing partner at Anderstein LLC, a real estate/business investment firm, dedicating minimal time. He also serves as COO at Economic Concepts, Inc., a pension design firm, spending a few hours per week, and is on the advisory board for Phoenix Tax Workshop, dedicating minimal time. Brian is also a partner and board member at First Financial Resources, dedicating minimal time.