Buttfield & Associates offers personalized financial planning and investment portfolio management, specializing in sustainable, responsible, and impact investing (SRI). Buttfield & Associates recommends First Affirmative Financial Network, LLC, as a third-party investment portfolio manager. The firm generally requires providing both financial planning and investment portfolio management services to clients.
Fee Structure
Buttfield & Associates is compensated for investment portfolio management services based on a percentage of the assets managed. The fee depends on the First Affirmative investment program selected. First Affirmative offers SRI investing programs through Schwab Institutional and Folio Investments, each with different fee schedules. The final fee will be stated in agreements with Buttfield & Associates and First Affirmative. Buttfield & Associates receives a percentage of the total fee, with no incentive to recommend one program over another. A minimum annual fee of $200 may apply.