Louis Butera
Louis Butera is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Newtown Square, PA, with 37 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
18 Campus Blvd Suite 100, Newtown Square, PA, 19073
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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
Louis handles non-variable insurance renewals as an agent, dedicating minimal time to this activity. He also spends nearly full-time providing investment advisory services through Private Advisor Group and its DBA, Butera Wealth Management LLC, and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
UBS Financial Services INC.Broker
1717 Capital Management CompanyBroker
PNC Brokerage CORPBroker
Gna Securities, INC.Broker
Mony Securities CORP.Broker
Nml Equity Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations7 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.