Butler Financial Services provides financial planning and investment management services. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Asset management involves continuous supervision of client accounts, making trades when necessary. Butler Financial Services specializes in retirement planning, using financial planning software to create simulations based on income sources, risk tolerance, and market volatility.
Assets Under Management$45M
Clients63
Advisors2
Avg. per Client$720K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Some accounts may be under a historical fee schedule that is no longer offered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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