Bayntree Wealth Advisors, LLC
Assets Under Management
$191.7M
Number of Clients
437
Number of Advisors
4
Average Client AUM
$439K
AUM per Advisor
$47.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bayntree Wealth Advisors, LLC is an investment management firm providing discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on income planning, risk management, and comprehensive financial planning. They also offer retirement plan consulting services.
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
Location
7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ, 85253