The Butterfield Group, LLC is a registered investment advisory firm based in Simi Valley, California, offering customized investment management and financial planning services. Founded in 2020 by Daniel Boston, the firm primarily serves individuals, high net worth clients, trusts, estates, small businesses, and charitable organizations. The Butterfield Group builds personalized portfolios using traditional asset classes like equities, bonds, and treasuries, as well as alternative investments, mutual funds, exchange-traded funds, and real estate investment trusts. Portfolios are generally managed on a discretionary basis, meaning the firm makes buying and selling decisions based on each client's specific investment policy statement and risk tolerance. In addition to portfolio management, the firm provides comprehensive financial planning—covering retirement, tax planning, cash flow, insurance, and estate planning—either bundled with wealth management or as standalone consulting and educational services. Clients with over $1 million in managed assets receive financial planning services included at no additional cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Clients may alternatively pay a flat quarterly retainer of $1,000. Accounts under $1M are subject to a minimum fee of $2,500 per quarter, capped at 2% per year of assets under management.