James
Butler
Marcum Wealth, LLC
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About this Advisor
James Butler is a financial advisor based in Cleveland, Ohio, working with Marcum Wealth, LLC. James has previously held positions at Marcum Wealth, LLC, Fourfront Advisors, LLC, and Commonwealth Financial Network. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Ohio. Currently, James is part of Marcum Wealth, LLC, which operates out of Cleveland, Ohio. The firm has 12 offices and 40 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Marcum Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Marcum Wealth, LLC Brokerage Details
$2,576,383,375
40
6,904
$373,173
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
James Butler Work History
Marcum Wealth, LLC
Fourfront Advisors, LLC
Commonwealth Financial Network
Disclosures
Please visit the SEC profile of James 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 Marcum Wealth, LLC
Cleveland, OH
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