Butler & Co. offers personalized investment advice and portfolio management. They work with individuals, pension plans, trusts, and businesses. Their services include creating investment strategies based on your goals and risk tolerance. Butler & Co. may use sub-advisers to manage portions of your account. They also offer consulting services on securities and non-securities related investments.
Assets Under Management$10M
Clients7
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.75% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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