Advisor at Butler Financial Services
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Firm
Butler Financial Services
Location
Denver, CO 80204
Credentials
Series 63, Series 66
Industry experience
24 years
Mark Butler is a financial advisor at Butler Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Butler Financial Services since 2002. Butler Financial Services is a fee-only registered investment adviser managing approximately $135.6 million for individuals, families, trusts, corporations, profit-sharing plans, and charitable organizations. The firm focuses on discretionary investment management supported by wealth-management services and financial consulting, using a combination of fundamental analysis, passive index exposures, and selective active security selection, including tactical risk-management strategies involving derivatives.
Based on Butler Financial Services
Based on Butler Financial Services
Flat or fixed fees possible for investment management and wealth management services; specific setup fee for budget counseling.
$0 - $3 million: 1.00% annually $3 million+: 0.75% annually
$325 per hour for financial consulting services.
Fee-only: Investment management fees; no commissions received; fee-only advisor.
1001 Bannock St., Suite 212
Denver, CO 80204
California · Colorado · Texas
Butler Financial Services, Inc.
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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