Banyan Global Investment Advisors, LLC
Assets Under Management
$151.2M
Number of Clients
142
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$75.6M
Compensation
Fee-Only (AUM)
About This Firm
BGIA offers asset management services through separately managed accounts, typically for clients with at least $1 million in investable assets. They build customized portfolios, often using municipal bonds, and may engage third-party managers. BGIA also manages customized portfolios for sophisticated clients, who are actively involved in investment decisions. They may assist clients with equity IPOs and trade in fixed income new issues and equity secondary offerings for certain clients.
Fee Structure
BGIA's annual management fee ranges from 0.30% to 1.20% of the portfolio's net asset value, billed in arrears. Fees are negotiable and can vary based on the investment products used. Clients also pay for custodial, accounting, auditing, tax preparation, legal, and trading expenses. A Separately Managed Account Platform Fee is also charged, subject to a minimum of $100 per year per custodian account. This platform fee ranges from 0.175% to 0.200% based on household AUM.
Areas of Practice
Location
6001 Broken Sound Parkway Nw, Suite 426, Boca Raton, FL, 33487