BTG Capital offers investment management and financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations. The firm creates investment plans based on client goals and risk tolerance, and provides ongoing monitoring. Financial planning covers areas like retirement, taxes, insurance, and estate planning. BTG Capital is a fee-only firm.
Assets Under Management$2.4M
Clients13
Advisors2
Avg. per Client$190K
Avg. per Advisor$1.2M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum household fee for Wealth Management services is $1,500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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