How does the advisor help clients – Key Takeaways:
BUTLER & CO., INC. provides professional financial expertise and services to its clients, helping them achieve their financial goals and planning for the future.
- BUTLER & CO., INC. offers a wide range of financial services and solutions, tailored to meet the individual needs of each client.
- The company has a team of knowledgeable and experienced advisors who work closely with clients to develop personalized financial plans and strategies.
- With a commitment to transparency and communication, BUTLER & CO., INC. aims to educate and empower clients to make informed financial decisions.
Facts and Insights:
BUTLER & CO., INC. has been in business for over 30 years, building a reputation for excellence and reliability in the financial industry.
The company has consistently delivered strong returns on investment and helped clients grow their assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 30+ years |
Financial Services Offered:
Through a comprehensive approach, BUTLER & CO., INC. offers the following financial services:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance solutions
- Business planning
Client Types:
BUTLER & CO., INC. serves a diverse range of clients, including:
- Individuals and families
- Business owners
- High net worth individuals
- Retirees
- Trusts and estates
Fees & Compensation:
BUTLER & CO., INC. operates on a fee-based model, which means advisors are compensated through a percentage of the assets under management.
This approach aligns the interests of the company with those of its clients, as the advisors’ compensation is directly tied to the performance of their clients’ portfolios.
Background:
BUTLER & CO., INC. was founded in 1990 by financial expert John Butler, who remains the company’s president and CEO.
The company has grown to become a leading financial services firm, known for its personalized approach, strong track record, and commitment to ethical and responsible practices.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BUTLER & CO., INC. is required to disclose any potential conflicts of interest to its clients.
The company maintains full transparency and clearly communicates any potential conflicts or fees to clients before entering into any agreements.