BTC Capital Management provides investment management and consulting services to individuals, trusts, retirement plans, businesses, and other entities. BTC Capital offers both discretionary and non-discretionary investment management. For discretionary accounts, BTC Capital makes investment decisions without client approval. For non-discretionary accounts, BTC Capital makes recommendations that the client must approve. BTC Capital also provides retirement plan consulting services to businesses.
Fee Structure
BTC Capital offers investment management services where fees are based on a percentage of the assets managed. The percentage varies depending on the type of asset (cash, fixed income, or equity) and the amount invested. Fees are charged quarterly. There is an account minimum of $250,000 for individuals and $2,000,000 for institutions. Fees may be negotiable.