Kenneth Butler
Kenneth Butler is a CFP-designated registered investment advisor at Butler Financial Services, LTD., based in Westlake Village, CA, with 21 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Retirement Planning. Their firm serves 63 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Some accounts may be under a historical fee schedule that is no longer offered.
Fee Estimator
Location
2625 Townsgate Road, Suite 330, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2012Other Business Activities
Kenneth is a consultant/investment adviser representative at NBS Financial Services since 1995, dedicating minimal time. He also prepares income taxes through Butler Financial Services and works as a real estate broker/loan originator, spending about a quarter of his time and a few hours per week, respectively.
Employment History
Current Registrations
Butler Financial Services, LTD.
Previous Registrations
Nbs Financial Services, INC.
State Registrations1 state
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.