Barre Butler
Barre Butler is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Charleston, SC, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
174 Meeting Street, Ste 400, Charleston, SC, 29401
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2014Customer Dispute
May 1990Other Business Activities
Barre is involved in several outside business activities. He is involved with land management for The Oak Gun Club, is a General Partner for Butler Oaks, LLC, and is President of J.J.W. Luden and Co, both investment-related activities, and spends about a quarter of his time on these investment activities. He is also a personal representative on a family estate.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
J.C. Bradford & CO.Broker
The Robinson-Humphrey Company INC.Broker
State Registrations34 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.