Jack V. Butterfield Investment Company has been in business since 1946, offering stocks, bonds, mutual funds, retirement accounts, and advisory services. Jack V. Butterfield Investment Company provides a client-directed, non-discretionary advisory program centered on the advice and service financial advisors provide to their clients. The firm helps clients purchase no-load and load-waived mutual funds alongside other securities. Additionally, the firm offers a fee-based program that gives clients access to private account management from institutional money managers who have authority to make trades without asking first. Jack V. Butterfield Investment Company tailors its advisory services based on information gathered when opening an account, constructing diversified portfolios using cash, money markets, equity mutual funds, individual stocks and bonds, unit investment trusts, and annuities based on each client's risk tolerance and long-term goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiated based on account size, tenure, and total business conducted with Jack V. Butterfield Investment Company.