Malcolm
Butler

The Fiduciary Group

CRD#2694350
Investment Advisor
in Savannah, GA

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About this Advisor

Malcolm Butler is a financial advisor based out of Savannah, Georgia with 8 years of industry experience. Butler is an advisor for The Fiduciary Group. During their career, Butler has held roles at The Fiduciary Group, LLC and Fiduciary Services Corporation Dba The Fiduciary Group. Butler maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Georgia and Texas. The Fiduciary Group is a financial advisory business that has its headquarters in Savannah, GA. It manages $1 billion in total assets between its 1,473 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises two charities and foundations. Of its 1,473 accounts, 47% are held by high-net-worth individuals who have greater than $1 million in assets. The Fiduciary Group has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fees typically depend on which services the firm provides the client. However, fee types billed by The Fiduciary Group likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

310 Commercial Drive
Savannah, GA 31406-3482

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The Fiduciary Group Brokerage Details

Total Assets Under Management

$1,333,455,984

GA Average: $3,570,121,308
Total Number of Employees

16

GA Average: 58
Total Number of Accounts

1,473

GA Average: 1,608
Average Account Size

$905,265

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Malcolm Butler Work History

Malcolm has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

The Fiduciary Group, LLC

1980 - 2015 (35 years)

Fiduciary Services Corporation Dba The Fiduciary Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Malcolm Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Fiduciary Group

Kyle Powers
Savannah, GA
Eleanor Butler
Savannah, GA
Jared Hammers
Savannah, GA
Kimberly Beiter
Savannah, GA
Hayden Blow
Savannah, GA
Justin Kohler
Savannah, GA
Michael Mcleod
Savannah, GA
Scott Mcghie
Savannah, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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