Assets Under Management
$4.4B
Number of Clients
771
Number of Advisors
27
Average Client AUM
$5.7M
AUM per Advisor
$163.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
BT Wealth Management offers investment consulting and portfolio management services tailored to individual client goals. Services include investment strategy, asset allocation, and portfolio monitoring. They may utilize third-party managers and recommend alternative investments. BTIS provides investment supervisory services to government entities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and subject to various objective and subjective factors.
4807 Innovate Lane, Madison, WI, 53718