Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and may be reduced or waived for principals and employees of the parent company, as well as family and friends of the firm.
Fee Estimator
Investment Consulting fees are based on the size and complexity of the assets under review and can be charged as a fixed fee, hourly rate ($250-$725/hour), or as a percentage of assets under advisement. Portfolio Management fees are calculated as a percentage of assets under management. Fees are negotiable and may be reduced or waived for principals and employees of the parent company, as well as family and friends of the firm. Third-party manager fees are charged in addition to BT Wealth Management's fee. The firm can amend its fee schedule with 30 days' notice.
Areas of Practice
Advisor Information
Office location
4807 Innovate Lane, Madison, WI, 53718
Get directionsRegulatory History
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 ActivitiesSells Insurance
Kelly spends most of her time (95%) on advisory services through Baker Tilly Capital, LLC and Baker Tilly Wealth Management, LLC. She also has several passive investments and owns a holding company for short-term rentals, and is an insurance agent since June 2023.