Peter James Butler
Advisor at Helmstar Wealth Management — Boise, ID
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®
Experience Industry experience
13 years
Location
Boise, ID 83702
Helmstar Wealth Management
Team
Total advisors
7Clients per advisor
75 HighAvg AUM per client
$1,454,446 HighHNW client ratio
43% HighPeter Butler is a CFA® charterholder with 13 years of industry experience. He currently works at Helmstar Wealth Management and has held prior roles at Pensionmark Financial Group and Valtrend LLC. Butler is the principal and owner of Valtrend LLC, a business appraisal firm specializing in the valuation of privately held companies, and is the owner and inventor of the Butler Pinkerton Calculator, a software tool used for private company valuation. He is also involved in a family LLC that conducts financial analysis related to alternative investments in solar energy. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, focusing on accounts typically at or above $500,000. The firm offers comprehensive financial planning, discretionary portfolio management, pension consulting, and education services, utilizing a disciplined, multi-manager investment process with an emphasis on asset allocation, tax management, and continuous monitoring.
Based on Helmstar Wealth Management
Based on Helmstar Wealth Management
Fixed fee for financial planning services ranging from $750 to $15,000, negotiable based on complexity and scope.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $15,000,000: 0.30% $15,000,001 - $20,000,000: 0.20% $20,000,001 - $100,000,000: 0.15%
Advisors licensed as independent insurance agents earn commissions for insurance products separate from advisory fees.
Hourly fee for financial planning consulting services ranges from $100 to $300 per hour, negotiable.
Account minimum: $500,000 Fee-only: Financial planning services fixed fee ranging from $750-$15,000; hourly financial planning consulting fee $100-$300 per hour.
Boise, ID
250 South 5th Street, Suite 600
Boise ID 83702
Advisors at this office
7
Idaho
13 years of industry experience
The Helmstar Group, LLC
2023 - Present • 3 years
Boise, ID
Pensionmark Financial Group, LLC
2013 - 2022 • 9 years
Santa Barbara, CA
Valtrend LLC
2010 - Present • 16 years
Eagle, ID
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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