IB
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 →Other Business Activities
Isaac is the sole member of Resolute Capital, LLC, which he uses to invest his own capital in real estate and development projects since 2021. He spends time on this outside of normal market hours and weekends.
Employment History
Current Registrations
Bts Asset Management, INC.
January 2007 - Present · 19 yrs
Bts Securities Corporation
September 1999 - Present · 26 yrs 4 mos
Bts Securities CorporationBroker
September 1999 - Present · 26 yrs 4 mos
State Registrations2 states
MANH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.