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Todd Havemeister

30 Years of Experience
Orlando, FL
11 Disclosures

Todd Havemeister is a registered investment advisor at Blueskye Investment Advisers, LLC, based in Orlando, FL, with 30 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 190 clients with $71M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
190 clients
Average Client Portfolio
$371K average
Assets Under Management
$70.5M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$300

BlueSkye Investment Advisers charges investment advisory fees that range from negotiable to 2.50% per year, depending on the size and complexity of the client relationship. Fees are based on the market value of the assets managed.

For separately managed accounts, the maximum annual fees are:

  • Under $5,000,000: 2.50%
  • $5,000,001 - $10,000,000: 2.00%
  • $10,000,001 - $20,000,000: 1.00%
  • Over $20,000,000: Negotiable

For institutional accounts, the maximum annual fees are:

  • Under $5,000,000: 1.00%
  • $5,000,001 - $10,000,000: 0.75%
  • $10,000,001 - $20,000,000: 0.40%
  • Over $20,000,000: 0.25%

BlueSkye also offers third-party asset management services, adding a 0.25% annual fee on top of the third-party manager's fees.

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Location

618 E. South St, Suite 500, Orlando, FL, 32801

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History

Regulatory History (11)
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Regulatory
March 2024
Final
Employment Separation After Allegations
April 2022
Judgment / Lien
February 2017
Judgment / Lien
February 2016
Judgment / Lien
June 2013
Customer Dispute
December 2012
Closed-No Action
Judgment / Lien
November 2011
Customer Dispute
May 2009
Award / Judgment
Customer Dispute
September 2002
Settled
Customer Dispute
April 2002
Settled
Customer Dispute
April 1999
Closed-No Action
Employment History
Current Registrations
Blueskye Investment Advisers, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Great Point Capital LLCBroker
August 2018 - May 2022 · 3 yrs 9 mos
J.P. Turner & Company, L.L.C.Broker
September 2010 - March 2012 · 1 yr 6 mos
Jhs Capital Advisors, INC.Broker
November 2008 - September 2010 · 1 yr 10 mos
Empire Financial Group, INC.Broker
August 2002 - November 2008 · 6 yrs 3 mos
Fsc Securities CorporationBroker
December 1999 - August 2002 · 2 yrs 8 mos
Fairchild Financial Group, INC.Broker
February 1993 - November 1999 · 6 yrs 9 mos
Corporate Securities Group, INC.Broker
July 1992 - March 1993 · 8 mos
J. W. Gant & Associates, INC.Broker
April 1989 - July 1992 · 3 yrs 3 mos
State Registrations1 state
FL
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.