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Michael Butkus

15 Years of Experience
Atlanta, GA
Broker

Michael Butkus is a registered investment advisor at Atlanta Consulting Group Advisors, LLC, based in Atlanta, GA, with 15 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 337 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
337 clients
Average Client Portfolio
$40.3M average
Assets Under Management
$13.6B

Fee Structure

Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $7.5M0.80%
$7.5M - $10.0M0.70%
$10.0M - $20.0M0.60%
$20.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.30%

Fees are negotiable for AUM over $100,000,000. The specific manner in which ACG’s Advisory Fees are charged is usually established in the Advisory Agreement between the client and the Firm. Generally, ACG’s Advisory Fee is billed and payable quarterly in advance. However, in its sole discretion, ACG permits certain clients to pay Advisory Fees in arrears, typically quarterly.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5600 Glenridge Drive Ne, Suite 230 - East, Atlanta, GA, 30342

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Atlanta Consulting Group Advisors, LLC
October 2023 - Present · 2 yrs 7 mos
Kingswood Capital Partners, LLCBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Niagara International Capital LimitedBroker
January 2018 - June 2018 · 5 mos
Raymond James & Associates, INC.
June 2015 - December 2017 · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
June 2015 - December 2017 · 2 yrs 6 mos
Arcus Capital Partners, LLC
May 2010 - December 2013 · 3 yrs 7 mos
Credit Suisse Securities (USA) LLC
July 2007 - September 2008 · 1 yr 2 mos
Credit Suisse Securities (USA) LLCBroker
February 2007 - September 2008 · 1 yr 7 mos
State Registrations1 state
GA
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.