MB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
599 clients
Average Client Portfolio
$315K average
Assets Under Management
$188.8M
Fee Structure
Financial Planning:Investment management only
This brochure does not contain explicit fee information. Please contact BTS Asset Management directly at 1-800-343-3040 and/or info@btsmanagement.com for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
55 Old Bedford Road, Suite 203, Lincoln, MA, 01773
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bts Asset Management, INC.
February 2014 - Present · 11 yrs 11 mos
Bts Securities CorporationBroker
January 2014 - Present · 12 yrs
Previous Registrations
Old Mutual Capital
July 2011 - February 2012 · 7 mos
Old Mutual Investment PartnersBroker
November 2009 - February 2012 · 2 yrs 3 mos
Rydex Advisory Services, LLC
February 2009 - November 2009 · 9 mos
Rydex Distributors, INC.Broker
August 1996 - November 2009 · 13 yrs 3 mos
The Dreyfus Service Corporation Broker
August 1995 - January 1997 · 1 yr 5 mos
Premier Mutual Fund Services, INC.Broker
February 1995 - August 1995 · 6 mos
Funds Distributor, INC.Broker
May 1993 - February 1995 · 1 yr 9 mos
New England SecuritiesBroker
June 1987 - December 1992 · 5 yrs 6 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.