Marshall Butler
Marshall Butler is a registered investment advisor at Paladin Investment Advisors, based in Cabot, AR, with 8 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 266 clients with $49M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
IARs may negotiate fees with clients based on complexity and service needs. If the minimum account size is waived, a $5 monthly fee will take precedence over the percentage fee.
Fee Estimator
Location
909 S. Pine Street, Suite B, Cabot, AR, 72023
Get directionsHistory
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 ActivitiesSells Insurance
Marshall is a part owner of Pinnacle Consultants, selling insurance products, dedicating about 10-20% of his time. He also owns rental properties through Blue Note LLC, spending minimal time on this activity.
Employment History
Current Registrations
Paladin Investment Advisors
Previous Registrations
Paladin Investment Advisors
Veritas Independent Partners, LLCBroker
Veritas Independent Partners, LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Egp Wealth Management, LLC
Edward Jones
Edward JonesBroker
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.