ButlerJeffrey, LLC

ButlerJeffrey, LLC is a wealth management firm that provides goals-based financial planning, discretionary portfolio management, and access to third‑party separately managed account platforms for individuals, corporations, and charitable organizations. The firm reports managing approximately $38.5 million in discretionary client assets (as of December 31, 2025) and delivers written financial plans as a distinct engagement from portfolio implementation.

The firm generally employs fundamental analysis and constructs diversified portfolios using common stocks, mutual funds, exchange‑traded funds, and, where appropriate, fixed‑income securities or third‑party strategies; it monitors and rebalances accounts at least quarterly and reviews separately managed programs for continued alignment with client objectives. Financial plans are produced independently of implementation (clients must enter a separate portfolio management agreement to have recommendations implemented), and the adviser aggregates household assets for fee calculations and billing.

Distinctive aspects noted in the brochure include the firm’s solo‑practitioner structure, with a single principal handling advisory and compliance responsibilities, concentrating decision‑making and supervision in one individual. The brochure also discloses that the principal is a licensed insurance agent who sells life, disability, long‑term care, group life products, and fixed annuities (devoting a small portion of the workweek to insurance sales) and receives separate commissions, a dual‑role arrangement the firm identifies as a potential conflict of interest and discloses to clients.