Weld Butler
Weld Butler is a registered investment advisor at Harbor Advisory Corporation, based in Portsmouth, NH, with 30 years of industry experience. Weld operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 154 clients with $440M 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 $1.0M | 1.10% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for accounts over $20,000,000. Some clients have a fixed fee as a percentage of all assets expressed in basis points charged.
Fee Estimator
Location
500 Market Street - Suite 11, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
Regulatory
July 1995Other Business Activities
Weld owns a condominium through Harbor Advisory Corporation. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Harbor Advisory Corporation
State Registrations2 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.