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Jack V.. Butterfield Investment Company

Updated today

Total assets under management

$157,645,609

Total clients

208

9% high-net worth

Total advisors

5

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

42

Average account size

$757,912

About

Jack V. Butterfield Investment Company serves individual investors (including high-net-worth clients), trusts and pension/401(k) plans, offering brokerage and advisory services that include stocks, bonds, mutual funds, retirement accounts and insurance products. The firm reports roughly 208 client relationships and generally requires a $25,000 minimum to open an advisory account.

The firm’s advisory program is primarily client-directed and non-discretionary: advisors provide written recommendations after a risk-profile questionnaire and clients retain final trading authority. It also offers a fee-based option that places assets with institutional money managers that may have discretionary authority, but as of 12/31/2025 the firm reported its AUM as entirely non-discretionary—a characteristic that is uncommon for similarly sized team firms.

Distinctive features include the firm’s combination of registered broker-dealer and municipal securities activities alongside advisors who are registered representatives and licensed for insurance, a mix that the brochure identifies as creating material conflicts of interest. The firm also highlights long-term operation since 1946, majority family ownership, reliance on a correspondent platform with custody at a third-party custodian, and a practice of not aggregating client trades.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing Annuities

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Other

Account minimum: $25,000

Main office location

Jack V.. Butterfield Investment Company

100 S. Jackson, Suite 100

Jackson MI 49201, United States

Number of offices

1

Most active in

Florida · Michigan · Texas

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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