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 $4.6B 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Rates shown are for equity investments. Fixed income rates are 0.50% for the first $5M, 0.45% for the next $5M, and 0.40% over $10M. Cash rates are 0.30% for the first $25M, 0.20% for the next $25M, and 0.15% over $50M. Fees may be negotiable.
Fee Estimator
Location
221 Third Avenue SE, Cedar Rapids, IA, 52401
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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 →Employment History
Current Registrations
Btc Capital Management
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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