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.
7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ, 85253
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Learn about disclosures →Jonathan is involved with Bayntree Planning Group, LLC, a state-licensed insurance agency, since 2019. He dedicates about half of his time to insurance recommendations.