Daniel Barrios
Daniel Barrios is a registered investment advisor at State Farm Investment Management CORP., based in Miami, FL, with 9 years of industry experience. Daniel 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
703 Waterford Way, Ste 360, Miami, FL, 33126
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 1994Criminal
February 1993Other Business ActivitiesSells Insurance
Daniel is an officer and vice president of Equine Music Therapy Resource Inc., a non-profit benefiting children through equine and music therapy, dedicating minimal time to fundraising and marketing. Daniel also owns Sean Barrios Insurance Company, an insurance agency affiliated with State Farm, spending about half his time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Gkn Securities CORP.Broker
State Registrations1 state
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.