Rocco Casinelli
Rocco Casinelli is a registered investment advisor at State Farm Investment Management CORP., based in Stratford, CT, with 26 years of industry experience. Rocco 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
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 - $1000K | 0.75% |
| $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
Location
999 Oronoque Ln, Stratford, CT, 06615
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2010Other Business ActivitiesSells Insurance
Rocco owns Rocco Casinelli's Insurance Agency, selling State Farm insurance products since 2000, taking about half of his time. He is also the President of Verian Pudelpointer, a dog club, dedicating minimal time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Berkeley Securities CorporationBroker
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.