Tabor Butler is a registered investment advisor at The Butler Group LLC, based in New York, NY, with 5 years of industry experience. Tabor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 15 clients with $19M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$19.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $500K | 1.30% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
New York, NY
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2006Closed-No Action
Employment History
Current Registrations
The Butler Group LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
August 2001 - August 2003 · 2 yrs
State Registrations1 state
NY
Advisor
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.
Exams
No exam information available for this advisor.