Steven Butler is a registered investment advisor at Cooper Financial Services, INC., based in Shelton, CT, with 4 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,335 clients with $200M 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 | 1.25% |
Annual fee ranges from 0.75% to 1.25%. Fees are negotiable depending upon the needs of the client, complexity of the situation, market value of the assets under management, and the type of investment management services to be rendered.
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.
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Steven is a Vice-President and Financial Advisor at Cooper Financial Services, Inc. He dedicates nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Cooper Financial Services, INC.
Cfs Securities, INC.Broker
State Registrations8 states
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.