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Mikyo Butler

Advisor at Butler Financial Services

Updated today
Butler Financial Services logo

Firm

Butler Financial Services

Location

Denver, CO 80204

Credentials

CFA®, Series 65

Industry experience

12 years

About

Mikyo Butler is a CFA charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Butler Financial Services in Denver, CO since 2013. 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 using asset allocation based on Modern Portfolio Theory, combining fundamental analysis with passive and selective active strategies, and employs tactical risk-management tools including derivatives.

Client services

Based on Butler Financial Services

Financial planning Portfolio management Wealth management

Expertise

Based on Butler Financial Services

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Fixed

Flat or fixed fees possible for investment management and wealth management services; specific setup fee for budget counseling.

Percentage

$0 - $3 million: 1.00% annually $3 million+: 0.75% annually

Project-based

$325 per hour for financial consulting services.

Other

Fee-only: Investment management fees; no commissions received; fee-only advisor.

Location

1001 Bannock St., Suite 212

Denver, CO 80204

Most active in

California · Colorado · Texas

Work history

Butler Financial Services

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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