TrueAdvisor
TrueAdvisor
WB
WB

William Burris

State Farm Investment Management CORP.
24 Years of Experience
Hockessin, DE
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

William Burris is a registered investment advisor at State Farm Investment Management CORP., based in Hockessin, DE, with 24 years of industry experience. William 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.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 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)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

664 Yorklyn Rd, Hockessin, DE, 19707

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William owns William Burris's Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half of his time. He also serves as Treasurer for DELSFA and a Board Member for DE State Farm PAC, spending minimal time on each.

Employment History
Current Registrations
State Farm Investment Management CORP.
May 2023 - Present · 3 yrs 5 mos
State Farm Vp Management CORP.
May 2011 - Present · 15 yrs 5 mos
State Farm Vp Management CORP.Broker
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
Nationwide Securities, LLCBroker
March 2008 - April 2011 · 3 yrs 1 mo
Pruco Securities CorporationBroker
February 1990 - July 1996 · 6 yrs 5 mos
The Prudential Insurance Company of AmericaBroker
February 1990 - December 1993 · 3 yrs 10 mos
State Registrations2 states
DEPA
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.
More Advisors
More financial advisors in Hockessin, DE →All financial advisors in Delaware →
William Burris - Financial Advisor | TrueAdvisor