Jeffrey Butler
Jeffrey Butler is a registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2019Customer Dispute
March 2019Financial
March 2017Customer Dispute
July 2016Customer Dispute
August 2015Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Jeffrey is a supervisory principal at Global View Capital Management, LLC, spending nearly full-time reviewing trades and maintaining records. He is also an insurance agent for Global View Capital Insurance Services, LLC, and an independent contractor for Global View Capital Advisors, LLC, dedicating about a third of his time to marketing and sales of insurance and advisory services, including life, long-term care, and disability insurance.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Fortune Financial Services, INC.Broker
Concorde Investment Services, LLCBroker
Sterne Agee Financial Services, INC.Broker
Cedar Creek Securities, INC.Broker
Jeffrey L. Butler
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Mony Securities CORP.Broker
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.