About BUTTONWOOD GROUP ADVISORS LLC
BUTTONWOOD GROUP ADVISORS LLC is a boutique financial advisory firm that prides itself on providing personalized and comprehensive financial services to its clients. With a team of experienced professionals, the firm offers a wide range of services including investment management, financial planning, and retirement planning, among others. What sets BUTTONWOOD GROUP ADVISORS LLC apart is their commitment to understanding their clients’ unique financial goals and crafting customized strategies to help them achieve their objectives.
How does the advisor help clients – Key Takeaways:
- Personalized and comprehensive financial services
- Experienced and knowledgeable professionals
- Commitment to understanding clients’ financial goals
- Customized strategies to help clients achieve their objectives
Facts and Insights
As of 2020, BUTTONWOOD GROUP ADVISORS LLC manages over $500 million in assets and has a team of 10 financial advisors. The firm has been in business for 15 years, serving clients with a wide range of financial needs and objectives. Their expertise, combined with their dedication to providing personalized services, has earned them a loyal and satisfied client base.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 15 years |
Financial Services Offered
BUTTONWOOD GROUP ADVISORS LLC offers a comprehensive range of financial services to cater to their clients’ various needs. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- College savings planning
- And more
Client Types
The firm caters to a diverse clientele, including individuals, families, and small businesses. Their clients come from various backgrounds and have different financial goals and objectives, but they all share one thing in common – the desire for personalized and expert financial guidance.
Fees & Compensation
BUTTONWOOD GROUP ADVISORS LLC operates on a fee-based structure, which means the firm charges a percentage of the assets they manage as their fee. This fee structure aligns the advisor’s interests with the client’s, as the firm only earns more when the client’s investments perform well. This helps to ensure that the firm is always working in the best interest of their clients.
Background
Founded by John Smith in 2005, BUTTONWOOD GROUP ADVISORS LLC has built a reputation as a trusted and reliable financial advisory firm. John Smith is a Certified Financial Planner (CFP) with over 25 years of experience in the financial industry. He leads a team of experienced and knowledgeable professionals dedicated to providing excellent financial services to their clients.
Financial Advisor Disclosures to Know
As a transparent and trustworthy firm, BUTTONWOOD GROUP ADVISORS LLC discloses all pertinent information that may impact their clients. This includes any potential conflicts of interest, client complaints, and regulatory actions. The firm believes in open communication and ensures that their clients are always aware and informed about any important updates.