Peter Butler is a CFA-designated registered investment advisor at Helmstar Wealth Management, based in Boise, ID, with 13 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 538 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $15.0M | 0.30% |
| $15.0M - $20.0M | 0.20% |
| $20M+ | 0.15% |
Fees are negotiable based on the complexity of your financial situation and account size. Family account values may be combined for fee calculation purposes.
Fee Estimator
Location
250 South 5th Street, Suite 600, Boise, ID, 83702
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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
Peter is the principal/owner of Valtrend, LLC, a business appraisal firm, dedicating nearly full-time hours to it. He also performs financial analysis for alternative investments in solar energy through Anchors Aweigh, LLC, a family LLC, and owns/invented the Butler Pinkerton Calculator software, dedicating minimal time to each.
Employment History
Current Registrations
Helmstar Wealth Management
Previous Registrations
Pensionmark Financial Group, LLC
Independent Financial Partners
State Registrations1 state
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
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