The Butterfield Group offers investment management and financial planning services, which together are called Wealth Management Services. They help clients with investment management, setting financial goals, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. They primarily serve individuals, high net worth clients, trusts, estates, small businesses, and charitable organizations.
Assets Under Management$3.7M
Clients54
Advisors1
Avg. per Client$68K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
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% |
Fees are marginal. For Assets Under Management less than $1 Million, a minimum fee of $2,500 per quarter applies. In an event where the quarterly minimum fee exceeds 2% per annum of assets under management for the client, the minimum fee will be capped at 2%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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