Carl Endorf
Carl Endorf is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Henderson, NV, with 20 years of industry experience. Carl 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
120 S Green Vly Pkwy, Ste. 164, Henderson, NV, 89012
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2020Other Business ActivitiesSells Insurance
Carl owns Carl Endorf's Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half his time to this. He also owns two rental properties, which requires minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Simmers Capital Management CorporationBroker
State Registrations4 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.