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Vilis Pasts

Bts Asset Management, INC.
56 Years of Experience
Lexington, MA
6 Disclosures
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Vilis Pasts is a registered investment advisor at Bts Asset Management, INC., based in Lexington, MA, with 56 years of industry experience. Vilis operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

420 Bedford St., Suite 340, Lexington, MA, 02420

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 1997
Final
Regulatory
September 1992
Final
Regulatory
August 1987
Final
Regulatory
June 1985
Final
Regulatory
June 1985
Final
Regulatory
March 1982
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Vilis is involved in portfolio analysis and research at BTS Asset Management, dedicating about half his time to this activity. He also owns rental property through Hunter Creek Real Estate Company, but spends minimal time on it outside of business hours.

Employment History
Current Registrations
Bts Asset Management, INC.
April 1994 - Present · 32 yrs 6 mos
Previous Registrations
Bts Securities CorporationBroker
July 1980 - February 2018 · 37 yrs 7 mos
Independent Financial Planners CorporationBroker
May 1975 - July 1980 · 5 yrs 2 mos
Independent Securities CorporationBroker
October 1973 - May 1976 · 2 yrs 7 mos
Chubb Securities CorporationBroker
May 1973 - November 1973 · 6 mos
Independent Securities CorporationBroker
August 1971 - July 1973 · 1 yr 11 mos
F. L. Putnam & Company, INC.Broker
May 1971 - December 1971 · 7 mos
Cg Equity Sales CompanyBroker
August 1970 - July 1971 · 11 mos
State Registrations1 state
MA
Advisor

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Exams
No exam information available for this advisor.
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