20
Growth Score in past quarter
pts
Heat Score 20 in past quarter
-22 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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2411165
ButlerJeffrey offers wealth advisory and financial planning services with personalized attention and transparent fees.
- Joe Black: Founder & Wealth Advisor
About the Company
ButlerJeffrey is a wealth advisory and financial planning company that offers personalized financial services to individuals and families. The company provides expert guidance in managing wealth, focusing on creating tailored financial plans that align with clients' goals. Planning fees are determined based on the complexity of the plan,
ranging from $2,000 to $5,000. The company emphasizes a fee-based approach, ensuring transparency and mutual agreement on fees before services commence. With a small team, ButlerJeffrey aims to deliver personalized attention to each client, leveraging over a decade of experience in the financial sector.