BTV Capital is an investment management company based in Burlington, Vermont. BTV Capital uses an options, indexes, and futures volatility based investment strategy. This strategy can be subject to substantial fluctuations in value and is not intended to constitute a diversified securities portfolio. BTV Capital typically has the authority to make investment decisions for clients.
Assets Under Management$17M
Clients7
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
BTV Capital charges an annual fee based on the value of your portfolio.
For clients who are not considered "qualified clients," the fee is 3% per year.
For "qualified clients," the fee is 2% per year, plus a performance-based fee of 20% of the net profits in your account, subject to a high water mark. This performance fee is calculated and deducted quarterly.
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