Todd Butterfield
Todd Butterfield is a registered investment advisor at Blackbay Capital Advisors LLC, based in Payson, IL, with 35 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 3 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlackBay Capital Advisors charges a percentage of your portfolio's value for investment management. Here's a breakdown:
-
Investment Supervisory Service:
- Up to $100,000: 1% to 2%
- $100,000 to $250,000: 0.75% to 1.5%
- Over $250,000: 0.5% to 1.5%
-
Mutual Fund Timing Service:
- Up to $1,000,000: 2.4% to 3%
- Over $1,000,000: Negotiable
-
Cryptocurrency Supervisory Service:
- 3%
Fees are negotiable and may be lower than the standard rates. Fees for the Investment Supervisory Services are payable a calendar quarter in advance. Fees for the Mutual Fund Timing Service are payable in arrears four times per year.
Location
Payson, IL
Get directionsHistory
Regulatory History (5)
Judgment / Lien
March 2022Regulatory
July 2020Judgment / Lien
April 2019Judgment / Lien
September 2015Customer Dispute
February 1997Other Business Activities
Todd owns Wyckoff SMI and Learncrypto.io, both of which provide educational information. These activities are not investment-related.
Employment History
Current Registrations
Blackbay Capital Advisors LLC
Previous Registrations
R. D. Kushnir & CO.Broker
Blackbay Capital Advisors LLC
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Kessler Asher Clearing INC.Broker
State Registrations2 states
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.