Bts Asset Management, INC.
Assets Under Management
$188.8M
Number of Clients
599
Number of Advisors
8
Average Client AUM
$315K
AUM per Advisor
$23.6M
Compensation
Fee-Only (AUM)
About This Firm
BTS Asset Management, Inc. offers discretionary management of asset allocation advisory portfolios for separately managed accounts, investment management for registered investment companies, non-discretionary sub-advisory services, and portfolio strategist services on third-party platforms. They use quantitative and fundamental analyses, including proprietary and technical indicators, for ongoing portfolio supervision. BTS also manages affiliated mutual funds, the TFI Fund, the Managed Income Fund, and the EEI Fund.
Fee Structure
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
Location
55 Old Bedford Road, Suite 203, Lincoln, MA, 01773