GA
ChFC
GA
ChFC

Gary Armijo

14 Years of Experience
Albuquerque, NM
1 Disclosure

Gary Armijo is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Albuquerque, NM, with 14 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

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
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Location

2116 Vista Oeste NW, Ste 402, Albuquerque, NM, 87120-4343

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History

Regulatory History (1)
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Criminal
June 1989
Final Disposition
Employment History
Current Registrations
State Farm Investment Management CORP.
August 2026 - Present · 2 mos
Previous Registrations
State Farm Vp Management CORP.Broker
January 2009 - December 2017 · 8 yrs 11 mos
USAA Investment Management CompanyBroker
April 1994 - February 2000 · 5 yrs 10 mos
State Registrations4 states
AZCONMTX
Advisor

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.
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