BTS ASSET MANAGEMENT, INC.
Lincoln, Massachusetts
5.0
2 Reviews
BTS Asset Management, Inc. is a reputable investment advisory firm based in Lincoln, MA. With a total of 21 dedicated employees, including four experienced professionals providing investment advisory services, BTS Asset Management stands out in the industry. Their investment advisors manage an impressive average of approximately $452,250,000 in assets, which is significantly higher than the industry average.
The company's compensation structure is diverse, encompassing various types such as a percentage of assets under management. This ensures that the interests of the clients and advisors are aligned, fostering a mutually benefi...
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Assets Under Mgmt
$377.4M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Market timing services
Other: CONSULTATION SERVICES
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
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