Isaac Braley is a registered investment advisor at Bts Asset Management, INC., based in Lincoln, MA, with 26 years of industry experience. Isaac 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
55 Old Bedford Road, Suite 203, Lincoln, MA, 01773
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Regulatory 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 Activities
Isaac is the sole member of Resolute Capital, LLC, which he uses to invest his own capital in real estate and development projects since 2021. He spends time on this outside of normal market hours and weekends.
Employment History
Current Registrations
Bts Asset Management, INC.
Bts Securities CorporationBroker
Bts Securities Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.