Timothy Johnson
Timothy Johnson is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Virginia Beach, VA, with 35 years of industry experience. Timothy 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
4530 Professional Circle, Suite 301, Virginia Beach, VA, 23455
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy owns an insurance agency, Timothy Johnson's Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half of his time. He also owns Clemmer Floors Inc, a retail flooring business, spending about 10-20% of his time managing finances and operations.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Allstate Financial Services, LLCBroker
The North Landing Financial Group, LLC
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
USAA Investment Management CompanyBroker
Jmc Financial CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.
Exams
More Advisors
- Brian Brunick, ChFCState Farm Investment Management CORP.
- Jay Demeter, CFPDavenport & Company LLC
- Leslie Morgan, CFPMML Investors Services, LLC
- John Orlando, CFP
- Angelica Olivier, CFPFinancial Security Advisory INC
- Frank Tehel, CFPOctober Effect LTD.