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Timothy Peiffer

38 Years of Experience
Camp Hill, PA
1 DisclosureBrokerSells Insurance

Timothy Peiffer is a registered investment advisor at State Farm Investment Management CORP., based in Camp Hill, PA, with 38 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4003 Trindle Rd, Camp Hill, PA, 17011

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History

Regulatory History (1)
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Customer Dispute
July 2002
Denied
Other Business ActivitiesSells Insurance

Timothy owns an insurance agency, Timothy Peiffer's Insurance Agency, since 2008, where he services customers and supervises employees, taking about half of his time. He is also a board member for the State Farm Associate Political Action Committee and an owner of Zach Peiffer's Legacy of Kindness Foundation.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 7 yrs 9 mos
State Farm Vp Management CORP.
August 2007 - Present · 18 yrs 9 mos
State Farm Vp Management CORP.Broker
August 2007 - Present · 18 yrs 9 mos
Previous Registrations
Allstate Financial Services, LLCBroker
April 2002 - July 2007 · 5 yrs 3 mos
Primevest Financial Services, INC.Broker
December 2000 - April 2002 · 1 yr 4 mos
Pruco Securities CorporationBroker
November 1987 - November 2000 · 13 yrs
State Registrations3 states
FLNCPA
AdvisorBrokerBoth

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.