BTG Capital LLC is a registered investment advisor founded in May 2025 and principally located in Conshohocken, Pennsylvania. BTG Capital offers comprehensive wealth management services that combine ongoing investment portfolio management with personalized financial planning. BTG Capital helps clients build tailored investment strategies using stocks, bonds, mutual funds, and exchange-traded funds, while also addressing broader financial topics such as retirement planning, cash flow and debt management, tax strategies, estate planning, college savings, and business planning. In addition to ongoing wealth management, BTG Capital provides project-based financial planning for clients who want to address specific questions or financial goals. BTG Capital also offers retirement plan consulting services to employer-sponsored retirement plans. BTG Capital operates as a fee-only registered investment advisor, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated. Minimum annual household fee is $1,500.