GP
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.
January 2008 - Present · 18 yrs
Bts Securities CorporationBroker
June 2006 - Present · 19 yrs 7 mos
Previous Registrations
Brown Brothers Harriman & CO.Broker
October 2003 - June 2004 · 8 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.