A complete list of active advisors currently associated with Botamer Financial
Warmer can help you find a great advisor at Botamer Financial or one who fits your needs even better.
Botamer Financial is an independent, single-advisor registered investment adviser that provides portfolio management and investment advisory services to individual clients. The firm reports managing approximately $1.47 million in client assets across 15 client relationships. The Form ADV brochure indicates the firm delivers investment management primarily on a non-discretionary basis, so clients retain final trading authority and the adviser implements transactions with client consent. The brochure also describes the firm’s percentage-of-assets fee model and its account review and oversight practices (Items 5, 13 and 16). The firm’s emphasis on non-discretionary accounts is uncommon among independent advisers and entails more frequent client involvement in trade decisions than typical discretionary models. Its small scale — one advisor serving a limited number of individual clients — is reflected throughout the brochure and the firm’s operational disclosures (e.g., Items 11–15).
To learn more about the advisors currently working at Botamer Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
State College, PA
| 38
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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