Butler Financial Services (BFS) offers investment management services, managing client investments typically on a discretionary basis. BFS also provides wealth management services, including financial planning, budget counseling, and family office services, exclusively to investment management clients. BFS may also provide financial consulting services to individuals and families, typically on an ad hoc basis. BFS is compensated only by fees charged to the client and receives no commissions.
Assets Under Management$140M
Clients62
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable and can also be fixed or flat.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...