Rupert Brown
Rupert Brown is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Plantation, FL, with 26 years of industry experience. Rupert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
17 N. State Road 7, Plantation, FL, 33317
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2026Judgment / Lien
June 2025Regulatory
January 2008Other Business ActivitiesSells Insurance
Rupert is a board member for Welleby Condo Association One AKA Origins since 2019, dedicating minimal time. He also owns Rupert Brown's Insurance Agency, an insurance agency affiliated with State Farm, and spends about half his time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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
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