Joseph Butcher
Joseph Butcher is a registered investment advisor at Jacobi Capital Management, LLC, based in Pittston, PA, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,853 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jacobi Capital Management's investment advisory services are offered for an annual fee based on a percentage of the assets they manage. The annual fee is negotiable.
The fees are:
- $100,000 to $1,000,000: Fees up to 1.5% per year
- $1,000,001 to $5,000,000: Fees up to 1.25% per year
- Over $5,000,000: Fees up to 1.00% per year
Location
154 Enterprise Way, Pittston, PA, 18640
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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 Activities
Joseph spends about half his time as a registered investment advisor with Jacobi Capital Management, Jacobi Wealth Advisors, and Integral Investment Group. He also operates Joseph J. Butcher Wealth Management for tax/investment purposes, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Jacobi Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 states
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