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How does the advisor help clients – Key Takeaways:
BUTCHERJOSEPH & CO. LLC provides clients with expert financial advice and planning services. With a team of experienced advisors, they assist individuals, families, and businesses in achieving their financial goals.
Here are some key takeaways on how the advisor helps their clients:
- Offers expert financial advice and planning
- Assists a wide range of clients, including individuals, families, and businesses
- Helps clients achieve their unique financial goals
- Provides personalized and comprehensive financial solutions
Facts and Insights
Founded in 1999, BUTCHERJOSEPH & CO. LLC is a leading financial advisory firm with a focus on corporate finance and mergers and acquisitions. They have a team of experienced professionals who are dedicated to providing top-notch financial solutions to their clients.
With a strong track record of success, BUTCHERJOSEPH & CO. LLC has completed over 200 transactions worth more than $15 billion. They have also been recognized by various industry publications and organizations for their expertise in the financial sector.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 22 years |
Financial Services Offered
BUTCHERJOSEPH & CO. LLC offers a wide range of financial services to meet the unique needs of their clients. Some of their key services include:
- Mergers and Acquisitions
- Corporate Finance
- Capital Raising
- Market Entry Strategy
- Exit Planning
- Business Valuation
- And more
Client Types
BUTCHERJOSEPH & CO. LLC serves a diverse clientele, including:
- Individuals
- Families
- Small businesses
- Mid-sized companies
- Large corporations
Fees & Compensation
BUTCHERJOSEPH & CO. LLC is a fee-based advisor, which means they charge a fee for their services rather than earning commissions on products they recommend. The exact fees will vary depending on the services provided and the complexity of the client’s financial situation. The advisor is transparent about their fees and will discuss them with clients before any services are rendered.
Background
BUTCHERJOSEPH & CO. LLC was founded by Kevin Butcher and Keith Joseph in 1999. Both founders have a strong background in investment banking and financial advisory services. They have since built a team of highly qualified professionals with extensive experience in the financial sector.
Financial Advisor Disclosures to Know
As a registered investment advisor, BUTCHERJOSEPH & CO. LLC is legally required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disciplinary actions taken against them. They also have a fiduciary duty to act in the best interests of their clients at all times.