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Paladin Research Report for: WiseBanyan

Wisebanyan

Paladin Transparency Index (PTI)

4.5

Data compiled from company, regulatory agency (SEC, FINRA), and third party websites. Did Not Disclose (DND) means Paladin could not find this information on the Internet. Advisory firms can submit updated information to Paladin Research. Paladin will update the OFA report if it can validate the information.

  • Type of Financial Firm: Online Financial Advisor (OFA)
  • URL: www.wisebanyan.com
  • Year Established: 2009
  • Headquarters Location: Las Vegas, NV
  • Most Recent Update: 8/25/15

Types of Financial Services

  • Investment advice and services Planning advice and services

Registration & Licensing

  • SEC: 801-79951
  • CRD: 150953
  • IARD: 150953
  • Disclosures (SEC.gov): No disclosures

Contact Information

  • Email: support@wisebanyan.com
  • Telephone: DND
  • Human Contact: Yes
  • Type of Contact: Email

Minimums

  • Minimum Asset Requirement: None
  • Minimum Fee: None
  • Free Offer(s): Basic model portfolio management service does not have a management fee

Combined Fees

  • Service Initiation Fees: None
  • Annual Fee: 0.0% to 0.15%
  • Annual Third Party Fee(s): Yes
  • Examples of Third Parties: Can be: ETF's, Index Funds, Mutual Funds, Broker/Dealers

Scope of Business

  • Number of Users: 7500 (Source: ADV; as of 8/25/15)
  • Assets (Paid): $35,412,254 (Source: ADV; as of 8/25/15)
  • Assets (Free): DND (Source: ADV; as of 8/25/15)

Investment Services

  • Number of Portfolios: 10
  • Types of Investments: Currently only investing in 7 different ETF's
  • Investment Managers: iShares, Vanguard

Additional Investment Services

  • Data Aggregation Services: No
  • Tax Loss Harvesting: DND
  • Rebalancing: Yes
  • Account Liquidity: DND
  • Investor Discretion: DND

Additional Information

  • Clearing & Custody: Foliofn for "basic portfolio management" and Interactive Brokers for "customized portfolio management"
  • Mobile Application: No

Paladin Transparency Rating (PTI)

  • 4.5

Interview

  • None

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