BB
BB

Brendan Butler

12 Years of Experience
Pittsburgh, PA
Broker

Brendan Butler is a registered investment advisor at Federated Global Investment Management CORP., based in Pittsburgh, PA, with 12 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 83 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
206 advisors
Number of Clients
83 clients
Average Client Portfolio
$169.7M average
Assets Under Management
$14.1B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.70%
$5.0M - $25.0M0.60%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.35%

Schedule reflects Managed Accounts and Model Portfolio Management for Large Cap, All Cap Value, and Balanced accounts. International Equity managed accounts range from 0.40% to 0.75%. Separate account schedules start at 0.30% to 0.70% with higher tier thresholds. Fees are negotiable.

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

Pittsburgh, PA

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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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Employment History
Current Registrations
Federated Global Investment Management CORP.
April 2014 - Present · 12 yrs 6 mos
Mdt Advisers, a Division of Federated Mdta LLC
March 2014 - Present · 12 yrs 7 mos
Federated Securities CORP.
March 2014 - Present · 12 yrs 7 mos
Federated Investment Counseling
March 2014 - Present · 12 yrs 7 mos
Federated Securities CORP.
January 2014 - Present · 12 yrs 9 mos
Federated Securities CORP.Broker
January 2014 - Present · 12 yrs 9 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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