Mikyo Butler
Advisor at Butler Financial Services — Denver, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 65
Experience Industry experience
12 years
Location
Denver, CO 80204
Butler Financial Services
Supported
Total advisors
2Clients per advisor
31 LowAvg AUM per client
$2,494,552 Very HighHNW client ratio
71% Very HighMikyo 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.
Based on Butler Financial Services
Based on Butler Financial Services
Flat or fixed fees possible for investment management and wealth management services; specific setup fee for budget counseling.
$0 - $3 million: 1.00% annually $3 million+: 0.75% annually
$325 per hour for financial consulting services.
Fee-only: Investment management fees; no commissions received; fee-only advisor.
Denver, CO
1001 Bannock St., Suite 212
Denver CO 80204
Advisors at this office
2
California · Colorado · Texas
12 years of industry experience
Butler Financial Services
2013 - Present • 13 years
Denver, CO
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