EB
EB

Earl Butcher

3 Years of Experience
Richlands, VA
BrokerSells Insurance

Earl Butcher is a registered investment advisor at Fortress Private Ledger, LLC, based in Richlands, VA, with 3 years of industry experience. Earl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 704 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
704 clients
Average Client Portfolio
$830K average
Assets Under Management
$584.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum advisory fee is 2.0% and is negotiable between the client and the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 Suffolk Avenue, Richlands, VA, 24641

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Earl sells fixed life and annuity insurance through Hometown Retirement Strategies since December 2021. He spends nearly full-time on this business, with about half of that time during securities trading hours.

Employment History
Current Registrations
Fortress Private Ledger, LLC
September 2023 - Present · 3 yrs 1 mo
Fortress Private Ledger, LLC
September 2023 - Present · 3 yrs 1 mo
Fortress Private Ledger, LLCBroker
September 2023 - Present · 3 yrs 1 mo
State Registrations2 states
TNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.