Brian Rolland is a registered investment advisor at Btc Capital Management, based in Cedar Rapids, IA, with 7 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 80 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BTC Capital offers investment management services where fees are based on a percentage of the assets managed. The percentage varies depending on the type of asset (cash, fixed income, or equity) and the amount invested. Fees are charged quarterly. There is an account minimum of $250,000 for individuals and $2,000,000 for institutions. Fees may be negotiable.
Location
221 Third Avenue SE, Cedar Rapids, IA, 52401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Btc Capital Management
State Registrations2 states
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