Jack V. Butterfield Investment Company offers investment advice and services, including stocks, bonds, mutual funds, and retirement accounts. They provide a client-directed advisory program where clients purchase securities based on the advice of their financial advisor. They also offer a fee-based program providing access to private account managers with discretionary authority. The type of advisory service suggested is based on the client's risk profile.
Assets Under Management$160M
Clients208
Advisors5
Avg. per Client$760K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$25K
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% |
The Program fee may be negotiated between Jack V. Butterfield Investment Co. and the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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