BT Financial Services acts exclusively as a solicitor, connecting individuals and businesses with external registered investment advisors, specifically WA Asset Management, LLC. BT Financial Services does not manage money, provide direct investment advice, or charge clients advisory fees. Instead, the firm receives referral compensation from the investment advisor when a client enters into an advisory agreement. Affiliated with the accounting firm Bennett Thrasher, BT Financial Services operates as a subsidiary to help connect accounting clients with professional money management services. Clients retain the freedom to choose any financial professional and should thoroughly review the chosen investment advisor's disclosure documents before signing an agreement.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.