wiseradvisor

Chance Butler
Pacific Landfall

Tel: (570) 244-6355
1472 W Hoptree Ave
Queen Creek, AZ 85140

Value Investors who work with hard-working and kind clients

Pacific Landfall | Financial Advisor in Queen Creek ,AZ

About Pacific Landfall

We are a team of Professional Value Investors and Financial Planners. We serve clients that are hard working, kind and appreciate intelligent decision making.

We have been investing for over 25 years and started a private firm in August of 2016.

As Value Investors, we are long-term business owners. Intelligent investing requires patience and discipline. We look to capitalize on fear and greed that drives short-term market prices by investing with a twenty year time horizon, using intrinsic value calculations.

On the planning side, we structure your financial affairs so that the end result produces an overall greater accumulation of wealth, protects it and minimizes taxes while accomplishing your financial goals.

Our Governing Principles include:

1. Treat your investment as if it were our own. 2. Remain significant investors in the businesses we buy for our clients. 3. Focus our assets in our best ideas. 4. Invest for the long-term, while striving to maximize returns and minimize business, financial, purchasing power, regulatory and market risks. 5. Discourage short-term speculators and market timers.


General Information

Firm Start Year:   2016
No.of Employees:   2-4
Name of Broker/Dealer:   E*TRADE
Name of Custodial Firm:   E*TRADE
States Licensed in:   AZ,PA,MD
Number of Years with Current Firm:   4
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Annuities, Commodities, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Via phone, Video Conference, At your office, At my office, At your home


Firm Information

Firm's Number of Clients:   63
Firm's Number of Planning Clients:   10
Assets Managed by Firm:   $3,120,000.00
Advisor's Number of Clients:   53
Advisor's Number of Managed Clients:   53
Advisor's Number of Planning Clients:   10
Assets Managed by Advisor:   $3,120,000.00


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $50,000.00
Compensation Methods:   Based on Assets, Hourly
Fee % Based on Assets:   1%
Additional Details on Charges:   Investment clients are all treated as the industry treats their Million Dollar clients. I bill 1% annually, and do not require a minimum account size.

Financial Planning only clients have the option of paying a one-time fee of $3,000 for a plan. OR, establishing a long-term relationship through a retainer based subscription service at $200/mo.

Financial Planning is also available on an hourly basis only at $300/hr.


Education

Bachelor of Science - Digital Forensics  Bloomsburg University of Pennsylvania - Bloomsburg, Pennsylvania
06/01/2005-6/01/2009



Faqs

  • How many clients do you currently manage? I currently work with over 50 families via investment planning and financial planning.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? This is entirely up to each individual client. The majority of my clients allow me discretionary control, so obtaining permission for each and every trade is not needed. We follow a model portfolio, which is one of my personal portfolios and I invest alongside each and everyone of my clients.
  • Do you offer any guaranteed results? It is illegal to offer guaranteed investment results; however, I will guarantee you I will always have my personal money invested in the same businesses that I buy for clients. I will always invest alongside you, so you can be confident in my decision making.
  • Have you ever been charged with any breaches? No, never.
  • Why should I choose you as my financial advisor? In the age of Passive Investing(Lazy Investing) I stand on the opposite side of the fence. Hard work pays off in any industry and this is especially true with investing. I read over 50+ hours a week. I'm a daily reader of the Wall Street Journal and Barron's. I read every financial statement for the businesses we own and I read over 50 books a year on business, investing and certain industry publications. I also invest alongside all of my clients. No other advisor will put more of their assets in the companies they are buying for their clients.
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Disclaimer

https://www.pacificlandfall.com/disclaimer/

Chance Butler

Chance Butler

CRPC®

Hi, I am Chance Butler and I am the Founder and CEO of Pacific Landfall.

I have been investing for over 25 years, and started my private firm in August of 2016.

At birth, I was given a 50/50 shot a living, hence the name Chance. My early years consisted of a lot of illness which forced me home from school and I count those days as a blessing. While home sick, my grandfather was a Doctor and an individual investor and watching the stock market channel all day with him is where I found my passion for investing and business. I re-traced Warren Buffett's footsteps and use the Value Framework only taught at Columbia University in NYC to analyze businesses for investment.

Now, healthy and with a growing young family, I started this firm so we could bring the Value Framework, made famous by Warren Buffett, directly to our clients finances & investments.

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My Services

Financial Planning for Businesses

Building a profitable and sustainable business is very challenging. Myself and my team work with small to medium sized business owners by setting up repeatable systems, providing strategy that drives value creation and ultimately exiting or transferring the business when your end goal is attained.


Financial Planning for Individuals

We come along side our clients to create a comprehensive and actionable financial plan. We focus on setting up systems to make your life easier, more efficient and to help you reach your goals faster! This service is available as a One-Time fee, Hourly or as a subscription based retainer.


Portfolio Management

I bring the Value Framework, made famous by Warren Buffett, directly to our clients finances & investments. I also invest alongside all of my clients, which simply means you and I will own the same businesses.


My Team

Hi, I am Chance Butler and I am the Founder and CEO of Pacific Landfall. At birth, I was given a 50/50 shot a living, hence the name Chance. My early years consisted of a lot of illness which forced me home from school and I count those days as a blessing. While home sick, my grandfather was an individual investor and watching the stock market channel all day with him is where I found my passion for investing and business. I re-traced Warren Buffett's steps by attending and learning the Value Fr ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 6:00 PM

Communities Served

Queen Creek San Tan Valley
Gilbert Mesa
Tempe Chandler
Apache Junction

Compensation Arrangements

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American Express Discover
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