Khalil Rammal
Khalil Rammal is a registered investment advisor at State Farm Investment Management CORP., based in Dearborn, MI, with 14 years of industry experience. Khalil 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
936 N Telegraph Road, Dearborn, MI, 48128
Get directionsHistory
Regulatory History (1)
Financial
November 2020Other Business ActivitiesSells Insurance
Khalil owns Khalil Rammal's Insurance Agency, an insurance agency affiliated with State Farm. He works as an agent, servicing customers and supervising employees, dedicating about half of his time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Natcity Investments, INC.Broker
Farmers Financial Solutions, LLCBroker
Independence One Brokerage Services, INC.Broker
The Huntington Investment CompanyBroker
First Chicago Nbd Investment Services, INC.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.