BTC Capital Management provides investment management and portfolio advisory services to individuals, trusts, retirement plans, businesses, and institutional clients. BTC Capital Management builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and third-party managers based on each client's specific financial goals and risk tolerance. Operating as a registered investment advisor, the firm is legally required to act in your best interest. In addition to direct portfolio management, BTC Capital Management offers sub-advisory services for other financial institutions and retirement plan consulting for businesses to help administer benefit plans. The firm manages billions of dollars in assets from its headquarters in Des Moines, Iowa.
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.