JG

Jonathan Michael Gengle

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
437 clients
Average Client Portfolio
$439K average
Assets Under Management
$191.7M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:Up to $15,000
Hourly Rate:Up to $500/hr

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
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ, 85253

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

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.

Employment History
Current Registrations
Bayntree Wealth Advisors, LLC
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Royal Fund Management, LLC
September 2017 - April 2019 · 1 yr 7 mos
Ae Wealth Management, LLC
October 2016 - October 2017 · 1 yr
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.