ButlerJeffrey, LLC is a wealth management firm offering financial planning consultations, portfolio management, and advice on separately managed portfolios. They create customized, goal-based financial plans and recommend investment strategies tailored to individual client needs. ButlerJeffrey provides services to individuals, high net worth individuals, corporations, and charitable organizations.
Assets Under Management$23M
Clients42
Advisors1
Avg. per Client$550K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for assets over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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