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Nicholas Butterfield

12 Years of Experience
Jackson, MI
Broker

Nicholas Butterfield is a registered investment advisor at J.V.B. Investment Company, based in Jackson, MI, with 12 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 208 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
208 clients
Average Client Portfolio
$758K average
Assets Under Management
$157.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

The Program fee may be negotiated between Jack V. Butterfield Investment Co. and the client.

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

100 South Jackson, Suite 100, Jackson, MI, 49201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nicholas is the building manager for Fields Building, handling rent checks and minor maintenance. He commits minimal time to this activity during trading hours.

Employment History
Current Registrations
J.V.B. Investment Company
September 2017 - Present · 8 yrs 8 mos
Jack V. Butterfield Investment CompanyBroker
October 2013 - Present · 12 yrs 7 mos
State Registrations11 states
AZCACODEGAIDMDMINENHOH
AdvisorBrokerBoth

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.
Nicholas Butterfield - Financial Advisor | TrueAdvisor