We offer comprehensive services including, financial planning, managing investments, tax planning and risk management services. We coordinate with your other professionals, including attorneys and CPAs, to ensure your financial plan is seamless and well-designed. Our financial services include:

THE 2ND OPINION SERVICE

This is the way we should get started.

  • We have a conversation about your goals and objectives.
  • We collect your financial information.
  • We review your retirement plan, tax return and provide investment advice.
  • We fine-tune our proposal based on your feedback until you are satisfied.
  • You can decide to become a client or leave with a lot of useful
    information—the decision is yours!
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Wealth Management

Our clients get ongoing advice for these services which are included in their Investment fee. If your inquiring but not yet a client, we are available to discuss the value this can add to your planning:

  • Budgeting and Cash Flow Analysis
  • Managing Investments
  • Tax Planning and Minimization Strategies
  • Risk Management and Insurance
  • Benefit Plan Analysis
  • Stock Incentives & Deferred Compensation
  • Retirement Planning
  • Estate Planning
  • Charitable Giving

Investment Advisory Fees

Butera Wealth Management Fee Schedule

Household Assets Annual Fee
Less than $1 million 1.25%
$0 – $2 million
(Minimum $1 million)		 1.00%
$2 million – $5 million 0.50%
Over $5 million Custom

Fees are subject to change and may vary based on individual client needs.