DB
CFA
DB
CFA

Dennis Butler

30 Years of Experience
Cambridge, MA

Dennis Butler is a CFA-designated registered investment advisor at Centre Street Cambridge Corporation, based in Cambridge, MA, with 30 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $9.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$9.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5M+0.50%

Fees may be negotiable in certain cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cambridge, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dennis is the president of Centre St. Cambridge Corp., an investment counsel firm.

Employment History
Current Registrations
Centre Street Cambridge Corporation
August 1995 - Present · 30 yrs 8 mos
Previous Registrations
Grace Capital
August 2015 - October 2017 · 2 yrs 2 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.