How does the advisor help clients – Key Takeaways:
- The Butler Group LLC provides financial expertise and guidance to clients, helping them make informed decisions about their finances.
- Their team of advisors creates customized financial plans that align with each client’s unique goals and needs.
- Through ongoing communication and support, The Butler Group LLC empowers their clients to take control of their financial future.
Facts and Insights
The Butler Group LLC is a leading financial advisory firm that has been in business for over 10 years. Their team of experienced advisors offers a wide range of financial services to help clients achieve their financial goals.
The firm has built a strong reputation for providing personalized and comprehensive financial planning services that are tailored to each client’s individual needs. With a focus on transparency and client education, The Butler Group LLC strives to ensure that their clients have a thorough understanding of their finances and their financial plan.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 10 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Savings Planning
- Insurance & Risk Management
Client Types
- Individuals
- High Net Worth Individuals
- Business Owners
- Families
- Retirees
Fees & Compensation
The Butler Group LLC operates on a fee-only basis, meaning they do not earn commissions or receive compensation from third parties. This ensures that their advice is always unbiased and in the best interest of their clients.
The firm’s fees are based on a percentage of assets under management and are transparently outlined in their client agreements. This fee structure aligns the advisor’s success with that of their clients, as the more their clients’ assets grow, the more the advisor’s compensation grows.
Background
The Butler Group LLC was founded in 2008 by John Butler, a highly experienced and knowledgeable financial advisor. With a passion for helping individuals and families achieve financial success, John set out to build a firm that prioritized transparency, education, and personalized service.
The Butler Group LLC has since grown to become a well-respected and trusted financial advisory firm, with a team of experienced and dedicated advisors.
Financial Advisor Disclosures to Know
- The Butler Group LLC has a clean record with no disciplinary actions or sanctions reported from regulatory bodies.
- All advisors at the firm are properly registered with the necessary licenses and certifications.
- The firm has a strict code of ethics and requires all employees to adhere to high standards of conduct and practice.