Jeffery Butler
Jeffery Butler is a registered investment advisor at Openair Financial, LLC, based in Southlake, TX, with 5 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,040 clients with $280M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
Location
280 Miron Drive, Southlake, TX, 76092
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
Jeffery is an insurance agent through OpenAir Advisory, LLC, dedicating about 10-20% of his time to this role. He also owns and works as an attorney at Butler Law Office, PLLC dba Atrium Legal Group, spending about half his time on this.
Employment History
Current Registrations
Openair Financial, LLC
Previous Registrations
Atrium Capital Management
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.