Ashley
Butz

Freedom Fiduciaries LLC

CRD#7407405
Investment Advisor
in Boise, ID

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About this Advisor

Ashley Butz is a financial advisor based in Boise, Idaho, working with Freedom Fiduciaries LLC. Ashley has previously held positions at Fisher Investments, Umpqua Bank, The Black Cypress, Anr Group Inc/ Mission Support Alliance, Freedom Fiduciaries LLC, and was also a full-time student. Ashley has passed the Series 65 regulatory exam and is registered to provide services in Idaho and Washington. Currently, Ashley is part of Freedom Fiduciaries LLC, which operates out of Boise, Idaho. The firm has 1 office and 3 employees. The firm manages assets totaling $263.8 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Freedom Fiduciaries LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

250 S 5Th St Ste 680
Boise, ID 83702

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Freedom Fiduciaries LLC Brokerage Details

Total Assets Under Management

$263,793,080

ID Average: $655,107,610
Total Number of Employees

3

ID Average: 12
Total Number of Accounts

69

ID Average: 770
Average Account Size

$3,823,088

ID Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ashley Butz Work History

2024 - Present (0 year)

Freedom Fiduciaries LLC

2021 - Present (3 years)

Fisher Investments

2019 - Present (5 years)

Fisher Investments

2016 - 2018 (2 years)

Umpqua Bank

2015 - 2016 (1 year)

The Black Cypress

2013 - 2015 (2 years)

Anr Group Inc/ Mission Support Alliance

2012 - 2016 (4 years)

Full Time Student

Disclosures

Please visit the SEC profile of Ashley Butz 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 Freedom Fiduciaries LLC

Shane Hanson
Boise, ID
Ashley Butz
Boise, ID

The content in this profile was updated by SmartAsset on 6/19/2024. 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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