Danielle Brown is a CFP-designated registered investment advisor at Buttonwood Financial Group, LLC, based in Kansas City, MO, with 8 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 429 clients with $660M 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 $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. ERISA plan asset management fee is 0.50%.
Fee Estimator
Location
3013 Main Street, Kansas City, MO, 64108-3323
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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 →Employment History
Current Registrations
Buttonwood Financial Group, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Creative Planning
State Registrations1 state
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Exams
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