How does the advisor help clients – Key Takeaways:
The Butterfield Group is a leading financial services firm that has been helping clients achieve their financial goals for over 20 years. With a team of experienced advisors and a variety of services and resources, The Butterfield Group is dedicated to providing top-notch financial guidance to their clients. Through personalized strategies and tailored solutions, the firm aims to help clients build, protect, and preserve their wealth for the future.
Facts and Insights
Here are some key insights and facts about The Butterfield Group:
- Assets Under Management: $1.5 billion
- Number of Advisors: 50+
- Time in Business: Over 20 years
Financial Services Offered
The Butterfield Group offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The Butterfield Group serves a wide range of clients, including high-net-worth individuals, families, and businesses. Their team of advisors has the expertise and experience to work with clients at different life stages and with various financial needs and goals.
Fees & Compensation
The Butterfield Group operates on a fee-based model, meaning their compensation is tied to the performance of their clients’ investments. This ensures that the firm’s interests are aligned with their clients’ interests, and their advisors are motivated to help clients achieve their financial goals.
Background
The Butterfield Group was founded in 1999 by financial expert John Butterfield, who wanted to create a firm that provided holistic and unbiased financial advice to clients. Today, the firm has grown to become a reputable and trusted name in the industry, with a team of experienced and dedicated advisors.
Financial Advisor Disclosures to Know
As a registered investment advisor, The Butterfield Group is held to a high standard of fiduciary duty. This means that the firm is legally obligated to act in their clients’ best interests at all times and disclose any potential conflicts of interest. The firm also provides full transparency in terms of fees and compensation, ensuring that clients have a clear understanding of what they are paying for.