Gerald Butrimovitz Wealth Advisory

Overview

Gerald Butrimovitz Wealth Advisory is a sole-proprietorship independent RIA owned and operated by Gerald Butrimovitz. The firm focuses on serving individual and family clients with financial planning as its primary advisory activity. It also operates in brokerage and product distribution capacities—Gerald Butrimovitz is registered as a representative of a broker-dealer and is active as an other financial product salesperson. The firm uses a mixed fee approach: percentage of AUM, hourly and fixed fees, plus commissions and other fee arrangements depending on the engagement. It does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Investments & Alternatives