Butterworth Financial manages investment portfolios and provides personalized financial planning for individuals and families. Butterworth Financial builds custom investment strategies based on each client's goals, time horizon, and risk tolerance, focusing on long-term investing using mutual funds, exchange-traded funds, individual bonds, equities, and annuities. In addition to investment management, Butterworth Financial offers financial planning covering retirement, taxes, life insurance, college savings, and debt management. Butterworth Financial requires clients to hold their accounts with specified custodians such as LPL Financial.
Assets Under Management$100M
Clients140
Advisors1
Avg. per Client$740K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable. The firm also offers a wrap fee program option.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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