Butler-Davis Financial Group offers ongoing investment management, retirement plan services, and financial planning. For investment management, they analyze your finances, recommend strategies, implement investments, and monitor performance. They also offer retirement plan consulting and management services for plan sponsors and participants. Financial planning covers areas like business, investment, retirement, insurance, tax, and education planning. Butler-Davis Financial Group also utilizes a third-party sub-advisor, Wealth Management Nebraska LLC, to assist with account management.
Assets Under Management$44K
Clients3
Advisors1
Avg. per Client$15K
Avg. per Advisor$44K
bookme.name/butlerdavisfinancialgroup ·www.facebook.com/people/butler-davis-financial-... ·twitter.com/bdfgllc
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...