Danny Butcher
Danny Butcher is a registered investment advisor at Woodstock Wealth Management, INC., based in Nashville, TN, with 16 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
415 Church Street, Apt 2302, Nashville, TN, 37219
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2016Other Business ActivitiesSells Insurance
Danny operates a branch office for Woodstock Wealth Management and sells non-securities life insurance through DL Butcher Consulting, dedicating minimal time to each. He also sells and maintains property and casualty insurance policies through DL Butcher Consulting LLC DBA Butcher Agency, devoting about 35% of his time to this activity.
Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
Woodstock Financial Group, INC.Broker
Woodstock Financial Group, INC.
Edward Jones
Edward JonesBroker
State Registrations3 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.