Matthew Pasts is a registered investment advisor at Bts Asset Management, INC., based in Lexington, MA, with 34 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 599 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BTS Asset Management charges a percentage of your portfolio annually, with rates varying based on the specific investment strategy and the amount you invest. Fees also depend on whether you came to BTS directly or through a financial representative. Here's a general overview of how the fees work:
- Tactical Asset Allocation Portfolios: Higher fees, starting at 1.25% for smaller accounts.
- Strategic Asset Allocation Portfolios: Lower fees, starting at 0.60% for smaller accounts.
- Multi-Strategy Portfolios: Fees start at 1.00% for smaller accounts.
- Strategic Income Portfolio: Fees start at 0.30% for smaller accounts.
- Managed Income Portfolio: Fees start at 0.65% for smaller accounts.
- Gold Tactical Asset Allocation Portfolio: Fees start at 0.65% for smaller accounts.
- Tax-Advantaged Bond Asset Allocation and Municipal High-Yield Bond portfolios: Fees start at 0.65% for smaller accounts.
- Enhanced Equity Income Portfolio: Fees start at 0.55% for smaller accounts.
Keep in mind that these are just starting points, and the exact fee you pay will depend on your specific situation. Also, there may be additional fees charged by the funds themselves or by the custodian holding your assets.
Location
420 Bedford St., Suite 340, Lexington, MA, 02420
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bts Asset Management, INC.
Bts Securities Corporation
Bts Securities CorporationBroker
State Registrations6 states
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