Advisor at Paladin Investment Advisors
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Firm
Paladin Investment Advisors
Location
Cabot, AR 72023
Credentials
Series 66
Industry experience
8 years
Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.
Based on Paladin Investment Advisors
$10,000 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
IARs may receive commissions from insurance products sold to clients, in addition to advisory fees; the firm itself does not receive commissions
Account minimum: $5,000 Minimum fee: Minimum monthly fee of $5.00 per individual per account if minimum account size is waived or lowered by the IAR
909 S. Pine Street, Suite B
Cabot, AR 72023
Arkansas
Paladin Investment Advisors
2021 - Present (5 years)
Veritas Independent Partners
2020 - 2021 (1 year)
Pinnacle Wealth Management
2020 - 2021 (1 year)
Park Avenue securities
2020 - 2020 (1 year)
Guardian Life Insurance Company
2020 - 2020 (1 year)
Pinnacle Consultants
2018 - Present (8 years)
EGP Wealth Management, LLC
2018 - 2020 (2 years)
Edward Jones
2017 - 2018 (1 year)
WaBu Properties
2017 - 2019 (2 years)
Blue Note LLC
2015 - Present (11 years)
Centennial Bank
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFA®
Vilonia, AR
Eagle Valley Wealth Management
Series 66
Cabot, AR
Paladin Investment Advisors
Series 65
Cabot, AR
Paladin Investment Advisors
Series 65
Cabot, AR
Paladin Investment Advisors
Series 63, Series 66
Beebe, AR
St. Bernard Financial Services, Inc.
Series 66
Cabot, AR
Capital Analysts
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