Banyan Lake Capital LLC fees and pricing
Financial planner in San Mateo, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Banyan Lake Capital LLC charges $225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“Services are offered based on an hourly fee of $225 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Banyan Lake Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Banyan Lake Capital LLC’s fees compare
- Its hourly rate of $225 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 11 other planners in San Mateo that publish an hourly rate charge less.
About Banyan Lake Capital LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 2
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $930,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337806
- Phone
- (650) 730-8293
Other planners in San Mateo that publish fees
- Balopole Investment Management CorporationSan Mateo$150/hr
- Barson Financial PlanningSan Mateo$500-$5,000
- Bixy Wealth LLCSan Mateo$250/hr, $1,000-$10,000
- Bucher Wealth AdvisorsSan Mateo$2,500
- Caregen Wealth ManagementSan Mateo$450/hr, $900-$10,000/qtr
- Chen Financial Group, LLCSan Mateo$300-$500/hr, $4,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.