Todd Wendell Butterfield (Payson)

Todd Wendell Butterfield provides portfolio management for individuals and small businesses and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Todd Wendell Butterfield: assets under management

The assets under management (AUM) of Todd Wendell Butterfield is $14 million. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $68.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Todd Wendell Butterfield for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Payson

The principal office where Todd Wendell Butterfield performs its advisory services is located at 316 East 1150 Th St., Payson, IL 62360, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 217-656-4630 or by fax 217-656-4631. The normal business hours are 8:00-4:00 on Monday - Friday. You can find more information about the New York firm at www.butterfieldcapital.com.

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