How does the advisor help clients – Key Takeaways:
- BUTLERJEFFREY, LLC is a financial advisory firm that provides expert financial advice to its clients.
- The firm offers a range of financial services, including wealth management and retirement planning.
- Their team of experienced advisors helps clients make informed decisions about their financial future.
Facts and Insights:
BUTLERJEFFREY, LLC is a reputable financial advisory firm known for its expertise in providing financial solutions to clients. With a team of highly skilled advisors, the firm has helped numerous individuals and businesses achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15 years |
Financial Services Offered:
- Wealth Management
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
Client Types:
- High net worth individuals
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation:
BUTLERJEFFREY, LLC charges a percentage of assets under management for their services. This means that the fees are based on the value of the client’s investments. This fee structure ensures that the firm’s interests are aligned with those of their clients, as the more successful their clients are, the more successful the firm will be.
Background:
BUTLERJEFFREY, LLC was founded in 2005 by financial experts, John Butler and Rebecca Jeffrey. With a combined experience of over 30 years in the financial industry, they have built a successful advisory firm that is dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know:
BUTLERJEFFREY, LLC and its advisors have a clean record with no disciplinary actions taken against them by regulatory agencies. This means that clients can trust the firm to provide them with honest and transparent financial advice.