Michael Butterworth
Michael Butterworth is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Reading, PA, with 40 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
525 Kenhorst Blvd, Reading, PA, 19611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael owns MP Butterworth Tax Service, preparing tax returns, dedicating minimal time. He also owns MP Butterworth and Associates, selling securities, life, disability, and long-term care insurance products, spending about 10-20% of his time, and MP Butterworth Special Needs Planning Group, dedicating about 10-20% of his time to special needs planning.
Employment History
Current Registrations
Berthel, Fisher & Company Financial Services, INC.
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Fsc Securities CorporationBroker
Hornor, Townsend & Kent, INC.Broker
Investment Advisors & Consultants, INC.Broker
Calvert Securities CorporationBroker
Equity Services, INC.Broker
State Registrations16 states
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.