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Malcolm Lee Butler

THE Fiduciary Group

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About Malcolm Lee Butler

Malcolm Lee Butler is an Investment Advisor Representative with The Fiduciary Group. Malcolm is licensed in Georgia, North Carolina and Texas and has been in the industry since 1980. Malcolm has a Series 65 license and a Series 2 license. Malcolm specializes in providing financial planning, publication of periodicals and selection of other advisors. The Fiduciary Group provides a variety of services including financial planning, portfolio management, and insurance solutions. They have a team of experienced professionals who are dedicated to helping their clients achieve their financial goals.

Firm Information

Malcolm Butler is currently registered with THE Fiduciary Group. THE Fiduciary Group is an investment advisor registered with the SEC and located in Savannah, Georgia. The firm provides financial planning, portfolio management for individuals and businesses, and credit and cash management solutions. They have approximately $1.61 billion in regulatory assets under management, primarily from high-net-worth individuals, corporations, pension plans, and charitable organizations.
THE Fiduciary Group

310 COMMERCIAL DRIVE

SAVANNAH, GA 31406-3682

$1.61B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions, insurance solutions

Credit and cash management solutions, insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Malcolm Butler’s Registration & Firm History

GA

07/08/2015 - Present

THE Fiduciary Group (SAVANNAH GA)

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Licenses & Designations

IA

Issued 12/12/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Malcolm Lee Butler.
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