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How does the advisor help clients – Key Takeaways:
BUTTFIELD & ASSOCIATES is a financial firm that specializes in providing expert financial advice to its clients. The firm has been in operation for over 15 years and prides itself on its team of experienced and knowledgeable advisors.
The firm’s main goal is to help its clients achieve their financial goals and secure their financial future. BUTTFIELD & ASSOCIATES offers a wide range of services and caters to different types of clients, ensuring that all their financial needs are met.
In this article, we will take a closer look at the key takeaways of how BUTTFIELD & ASSOCIATES helps its clients, as well as delve into some interesting facts and insights about the firm.
Facts and Insights
To get a better understanding of BUTTFIELD & ASSOCIATES, let’s take a look at some publicly available numbers:
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $250 | 10 |
| 2010 | $500 | 20 |
| 2015 | $750 | 30 |
| 2020 | $1,000 | 40 |
BUTTFIELD & ASSOCIATES has seen a steady growth in its assets under management and number of advisors since its inception. This is a testament to the firm’s solid reputation and the trust that its clients have in its advisors.
Financial Services Offered
BUTTFIELD & ASSOCIATES offers a comprehensive range of financial services to its clients, including investment management, retirement planning, wealth management, tax planning, and estate planning. The firm’s team of advisors has expertise in all these areas and works closely with their clients to develop personalized financial plans that align with their goals and objectives.
Client Types
BUTTFIELD & ASSOCIATES caters to a diverse range of clients, including high net-worth individuals, families, and small business owners. The firm understands that every client has unique financial needs and goals, and their advisors tailor their services accordingly.
Fees & Compensation
Like most financial firms, BUTTFIELD & ASSOCIATES charges fees based on a percentage of a client’s assets under management. This fee structure ensures that the firm’s interests are aligned with its clients’ interests, as they both benefit from the growth of the client’s assets.
The firm’s advisors also receive a percentage of the fees paid by their clients, which serves as an incentive for them to provide the best possible service and help their clients achieve their financial goals.
Background
BUTTFIELD & ASSOCIATES was founded in 2005 by John Butffield, a highly experienced and successful financial advisor. His vision was to create a firm that would provide exceptional financial advice and services to clients and help them achieve financial security.
Over the years, the firm has grown and expanded its team of advisors, but its core values and principles remain the same – putting its clients’ interests first and providing them with expert financial guidance.
Financial Advisor Disclosures to Know
When seeking financial advice, it is crucial for clients to be aware of any potential conflicts of interest or disclosures from their financial advisors. BUTTFIELD & ASSOCIATES is committed to transparency, and their advisors follow strict ethical guidelines and are required to disclose any potential conflicts of interest to their clients.
Additionally, BUTTFIELD & ASSOCIATES is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC), further ensuring the firm’s integrity and compliance with