Michael Butler
Michael Butler is a registered investment advisor at Cooper Financial Services, INC., based in Shelton, CT, with 11 years of industry experience. Michael 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 1,335 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.75% to 1.50% based on asset value and complexity. Fees are negotiable.
Fee Estimator
Location
1000 Bridgeport Avenue, Suite 308, Shelton, CT, 06484
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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
Michael is the President and a financial advisor at Cooper Financial Services, dedicating full-time hours to this role. He is also a silent partner member at Butler Insurance Group, LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Cooper Financial Services, INC.
Cfs Securities, INC.Broker
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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