Advisor at Butterworth Financial LLC
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Firm
Butterworth Financial LLC
Location
Danvers, MA 01923
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Mark Butterworth is a CFP® with 32 years of industry experience, currently serving as the sole advisor at Butterworth Financial LLC in Danvers, MA. Prior to founding Butterworth Financial in 2023, he spent 21 years at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.). Butterworth Financial LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a model-based asset allocation approach supplemented by fundamental and technical analysis, and offers asset management through two platform options, including a wrap-fee program.
Based on Butterworth Financial LLC
Between $500 and $5,000 for financial planning
$100,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour
Account minimum: $100,000
7 Federal Street, Suite 36
Danvers, MA 01923
California · Massachusetts · New Hampshire
Butterworth Financial, LLC
2023 - Present (3 years)
LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)
2002 - 2023 (21 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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