Banta Asset Management offers investment advice, manages investment portfolios, and provides financial planning services. Banta primarily uses exchange-traded funds (ETFs) for investment selections. Financial planning services can be part of the overall advisory services or a separate service. Banta may offer securities trading activities for cash and securities in a client’s non-managed account and/or specific assets designated as non-managed within a managed account, acting as an intermediary between the client and the custodian of the non-managed account.
Fee Structure
Banta Asset Management charges a percentage of your portfolio annually for investment management. The fees range from 0.25% to 2.00% per year, depending on the scope and complexity of the services. Some accounts may have different fee schedules based on prior agreements. Fees may be negotiable.