Isaac Braley is a registered investment advisor at Bts Asset Management, INC., based in Lincoln, MA, with 27 years of industry experience. Isaac 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $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
Location
55 Old Bedford Road, Suite 203, Lincoln, MA, 01773
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Isaac is the sole member of Resolute Capital, LLC, which he uses to invest his own capital in real estate and development projects since 2021. He spends time on this outside of normal market hours and weekends.
Employment History
Current Registrations
Bts Asset Management, INC.
Bts Securities CorporationBroker
Bts Securities Corporation
State Registrations2 states
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
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