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About BUTTERWORTH FINANCIAL LLC
BUTTERWORTH FINANCIAL LLC is a leading financial services firm that specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. With a team of highly experienced and knowledgeable advisors, BUTTERWORTH FINANCIAL LLC is committed to helping clients achieve their financial goals and secure their financial future.
How Does the Advisor Help Clients – Key Takeaways:
- Comprehensive financial planning services tailored to individual needs and goals
- Expertise in investment management and portfolio diversification
- Proven track record of helping clients achieve long-term financial success
- Commitment to providing personalized and attentive service to each client
Facts and Insights
In order to gain a better understanding of BUTTERWORTH FINANCIAL LLC, it is important to consider some key facts and insights about the company and its services:
- BUTTERWORTH FINANCIAL LLC has been in business for over 15 years, with a team of seasoned financial advisors who have an average of 20 years of experience in the industry.
- The firm has a strong track record of helping clients achieve their financial goals, with over $500 million in assets under management.
- BUTTERWORTH FINANCIAL LLC takes a holistic approach to financial planning, considering all aspects of a client’s financial life in order to create a comprehensive and personalized plan.
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
BUTTERWORTH FINANCIAL LLC offers a comprehensive range of financial services to help clients achieve their unique financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
BUTTERWORTH FINANCIAL LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
BUTTERWORTH FINANCIAL LLC is committed to transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as its fee, with rates varying based on the complexity of a client’s financial situation. BUTTERWORTH FINANCIAL LLC does not receive any commissions or compensation from third party sources, ensuring that its advisors are always acting in the best interest of their clients.
Background
BUTTERWORTH FINANCIAL LLC was founded in 2005 by John Butterworth, a highly experienced financial advisor with a passion for helping individuals and families achieve their financial goals. John had a vision of creating a client-focused firm that prioritizes personalized service, comprehensive planning, and long-term financial success. Today, BUTTERWORTH FINANCIAL LLC continues to uphold these values and has built a strong reputation as a trusted and reliable financial services provider.
Financial Advisor Disclosures to Know
As with any financial services firm, it is important for clients to be aware of any potential conflicts of interest that may arise. Some possible disclosures to be aware of for BUTTERWORTH FINANCIAL LLC include:
- The firm may receive compensation from the sale of certain investment products.
- The firm may have affiliations with certain third-party providers, leading to potential conflicts of interest.
- Advisors may also receive compensation for referring clients to particular