ButlerJeffrey, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,128,441
Clients
51
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
TypicalAverage account size
$551,538
About
ButlerJeffrey provides goals-based financial planning, discretionary portfolio management, and access to third‑party separately managed account platforms for individuals, corporations, and charitable organizations. The firm reports managing approximately $38.5 million in discretionary client assets and typically prefers an initial portfolio size of $500,000 for its portfolio management services.
The firm’s investment process emphasizes tailored planning and fundamental analysis to build diversified allocations using common stocks, mutual funds, exchange‑traded funds, and, when appropriate, fixed‑income securities or third‑party money managers. It generally exercises discretionary authority, aggregates household assets for fee calculations, and conducts periodic account reviews at least quarterly.
A distinctive feature is that the firm’s investment advisor representative is also a licensed insurance agent who offers life, disability, long‑term care, group life products, and fixed annuities and receives separate insurance commissions; the firm discloses this dual role and the associated conflicts of interest. The firm also emphasizes oversight of third‑party money managers for separately managed programs and does not vote client proxies, leaving shareholder voting to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Life insurance needs analysis
Disability insurance
Long-term care insurance
Fee options
$0 - $500,000: 1.50% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000+: Negotiable
Account minimum: $500,000 Minimum fee: Financial planning fees range from $2,000 to $10,000 per plan or annual update; $2,000 minimum fee applicable Fee-only: Financial planning fixed fees from $2,000 to $10,000; portfolio management fees tiered as above; separately managed portfolio fees up to 2.50% per annum
Main office location
ButlerJeffrey, LLC
6400 Powers Ferry Rd Nw, Suite 374
Atlanta GA 30339, United States
Number of offices
1
Most active in
ButlerJeffrey, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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