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Mark Bentley

Bts Asset Management, INC.
36 Years of Experience
Lincoln, MA
Broker
View SEC Summary
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Mark Bentley is a registered investment advisor at Bts Asset Management, INC., based in Lincoln, MA, with 36 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 448 clients with $140M in assets under management.

Bts Asset Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
448 clients
Average Client Portfolio
$323K average
Assets Under Management
$144.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $250K1.00%
$250K - $500K0.75%
$500K - $1.0M0.50%
$1M+0.40%

Schedule reflects Tactical Asset Allocation Portfolios. BTS Asset Management offers different schedules for Strategic Asset Allocation, Multi-Strategy, and other specific portfolios. Fees are negotiable for institutional clients, retirement plans, and large household accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

55 Old Bedford Road, Suite 203, Lincoln, MA, 01773

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History

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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Employment History
Current Registrations
Bts Asset Management, INC.
February 2014 - Present · 12 yrs 8 mos
Bts Securities CorporationBroker
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Old Mutual Capital
July 2011 - February 2012 · 7 mos
Old Mutual Investment PartnersBroker
November 2009 - February 2012 · 2 yrs 3 mos
Rydex Advisory Services, LLC
February 2009 - November 2009 · 9 mos
Rydex Distributors, INC.Broker
August 1996 - November 2009 · 13 yrs 3 mos
The Dreyfus Service CorporationBroker
August 1995 - January 1997 · 1 yr 5 mos
Premier Mutual Fund Services, INC.Broker
February 1995 - August 1995 · 6 mos
Funds Distributor, INC.Broker
May 1993 - February 1995 · 1 yr 9 mos
New England SecuritiesBroker
June 1987 - December 1992 · 5 yrs 6 mos
State Registrations1 state
MA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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