The Butler Group provides financial planning, including retirement planning and budgeting, and manages client investment portfolios. They consider each client's financial situation, risk tolerance, and goals to develop a suitable investment strategy. The firm monitors and adjusts portfolios regularly, using stocks, bonds, mutual funds (including ETFs), government securities, and options. They tailor their services to meet individual client needs and goals.
Assets Under Management$19M
Clients15
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $500K | 1.30% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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