BTC Financial Management provides ongoing investment management services to individuals, families, and businesses. They offer both discretionary and non-discretionary management. The firm assesses each client's needs and tailors its services accordingly. BTC Financial Management is legally required to act in your best interest.
Assets Under Management$40M
Clients208
Advisors6
Avg. per Client$190K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...