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.
|Firm Start Year:||2016|
|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|
|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'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|
|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.
|Bachelor of Science - Digital Forensics||
Bloomsburg University of Pennsylvania - Bloomsburg, Pennsylvania
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.
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.
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.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Sat.||9:00 AM - 6:00 PM|
|Queen Creek||San Tan Valley|