Wealth Advisory

Financial Planning

Financial Planning

The ButlerJeffrey Process

Our approach starts with your life as the central focus and then moves outward to the strategies that fit your specific needs. It begins with what you need, not what we have to offer. We believe your long-term goals can only be met through an integrated approach, one that incorporates all of your financial considerations.



Our planning process creates more than a simple investment roadmap for clients. Its provides a strategic plan that enables clients to make wise financial decisions today and in the future. During our planning process and periodic reviews we focus on the following 13 wealth management issues:

  • Investment Planning
  • Risk Management & Insurance Planning
  • Banking & Credit Management
  • Retirement Planning
  • Executive Compensation
  • Business Succession Planning
  • Planning for Incapacity
  • Education & Family Support
  • Charitable Giving
  • Titling & Beneficiary Designations
  • Executor & Trustee Selection
  • Distribution of Estate
  • Tax Planning


Planning Fees

ButlerJeffrey’s planning fees range between $2,000 to $5,000 based on the complexity of the plan. The fee is mutually agreed upon before the planning process begins.

Management Fees

Our Investment Management fee is based upon a percentage of assets and is billed quarterly. See below for more details.

Fee Schedule:

0.25% per quarter for the first $2 million (1.0% per annum)

0.1875% per quarter for the next $3 million (0.75% per annum)

0.125% per quarter for amounts over $5 million (0.50% per annum)

The percentage fee detailed above includes:

  • Analysis of current position
  • Ongoing financial planning
  • Asset allocation study
  • Selection of investments
  • Performance measurement
  • Rebalancing
  • Periodic review meetings