Todd Wendell Butterfield is an adviser based in Payson. It manages $14 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Illinois, Iowa, and Missouri.
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.
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 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.
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.