Butterworth Financial offers portfolio management services tailored to individual client goals and risk tolerance. They also provide financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. Butterworth Financial uses charting, fundamental, and technical analysis to inform investment strategies. Clients may impose restrictions on investments based on their values.
Assets Under Management$100M
Clients140
Advisors1
Avg. per Client$740K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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