Bitterroot Capital Advisors

Financial Advisor in Gallatin County, MT

Firm Info
Address: 118 E Main St, Bozeman, MT 59715, USA
Phone: (406) 556-8200

Firm Size
Assets Under Management: $1.2 billion
# of Advisors: 8
# of Clients: 17
Client to Advisor Ratio: 2:1
Average Account Size: $71 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Bitterroot Capital Advisors LLC Overview

Bitterroot Capital Advisors LLC is a registered investment advisory firm that has been in business since 2000. Based in Bozeman, MT, the firm exclusively provides investment advice to its clients. With its fee-based fee arrangement, the firm aligns its interests with those of its clients, ensuring that they provide objective and unbiased advice. The firm offers various services, including financial planning, portfolio management for individuals and small businesses, portfolio management of pooled investment vehicles, and portfolio management for businesses or institutional clients. They also help their clients in selecting other advisors. They go beyond traditional investment advice by offering additional services like cash flow analysis and estate planning. Their portfolio management services cater to all kinds of clients - individuals, businesses, and institutional clients. They have a highly experienced team of professionals who work towards creating tailored investment solutions for their clients, ensuring that they meet their desired financial goals. By offering these services, Bitterroot Capital Advisors LLC has earned a reputation for being a reliable and trustworthy financial advisor.

BITTERROOT CAPITAL ADVISORS LLC caters to a diverse client base that includes high net worth individuals seeking innovative investment solutions. The firm's clients range from entrepreneurs to executives, from multi-generational family offices to trusts. BITTERROOT CAPITAL ADVISORS LLC's expertise provides customized portfolio management and investment advice catering to each client's unique needs. Their skilled team employs a comprehensive approach to financial planning and investment management, consistently delivering consistently exceptional results for their clients. The fee structures available at BITTERROOT CAPITAL ADVISORS LLC depend on the services provided by the firm. They offer a percentage of assets under management (AUM) fee structure, which is based on the total assets a client invests with them. This model provides clients with a flexible and customizable investment approach and aligns their interests with those of the client. Additionally, the firm offers fixed fees for financial planning or investment consulting services. These fees are predetermined on a project basis, allowing clients to know what to expect and helping the firm to maintain and prioritize responsibilities. Overall, the fee structures available at BITTERROOT CAPITAL ADVISORS LLC are transparent and reflect the high-quality services they offer to clients.

Typical Clients, Fee Structures & Investment Minimum

According to Bitterroot Capital Advisors LLC's Part 2 Brochure, there is no set minimum account size to open or maintain an account.

How This Office Can Help Gallatin County, MT Residents

Bitterroot Capital Advisors provides clients in Gallatin County, MT with a suite of financial planning and investment solutions. The firm's experienced advisors work closely with clients to understand their unique financial goals, and build personalized investment strategies to help them achieve those goals. Gallatin County, MT residents may be facing a variety of financial situations, ranging from retirement planning to saving for a child's education. Bitterroot Capital Advisors' solutions are tailored to help clients navigate whatever challenges they may be facing. For those nearing retirement, the firm offers specialized retirement planning services to help clients make the most of their savings and prepare for a comfortable retirement. For those saving for education, Bitterroot Capital Advisors can design investment strategies that maximize returns while minimizing risk, to help clients achieve their education savings goals.

To view the Minimum Investment and Fee Schedule for Bitterroot Capital Advisors LLC, visit their Part 2 Brochure.

Services Offered by Bitterroot Capital Advisors LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Bitterroot Capital Advisors LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 118 E Main St, Bozeman, MT 59715, USA
Phone (406) 556-8200
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Bitterroot Capital Advisors LLC is registered to service clients in the following states:

  • Montana
  • Texas

Disciplinary History

Bitterroot Capital Advisors LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs