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Khalil Rammal

State Farm Investment Management CORP.
14 Years of Experience
Dearborn, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Khalil Rammal is a registered investment advisor at State Farm Investment Management CORP., based in Dearborn, MI, with 14 years of industry experience. Khalil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

State Farm Investment Management CORP.
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
—
View Full SEC Brochure

Location

936 N Telegraph Road, Dearborn, MI, 48128

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2020
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
February 2024 - Present · 2 yrs 8 mos
State Farm Vp Management CORP.
February 2024 - Present · 2 yrs 8 mos
State Farm Vp Management CORP.Broker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Huntington Financial Advisors
December 2022 - February 2024 · 1 yr 2 mos
The Huntington Investment CompanyBroker
December 2022 - February 2024 · 1 yr 2 mos
Fifth Third Securities, INC.
January 2021 - December 2022 · 1 yr 11 mos
Fifth Third Securities, INC.Broker
January 2021 - December 2022 · 1 yr 11 mos
Wells Fargo Clearing Services, LLC
May 2018 - January 2021 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
March 2018 - January 2021 · 2 yrs 10 mos
Natcity Investments, INC.Broker
December 2003 - November 2005 · 1 yr 11 mos
Farmers Financial Solutions, LLCBroker
May 2001 - November 2002 · 1 yr 6 mos
Independence One Brokerage Services, INC.Broker
October 1999 - August 2000 · 10 mos
The Huntington Investment CompanyBroker
July 1998 - July 1999 · 1 yr
First Chicago Nbd Investment Services, INC.Broker
April 1996 - February 1997 · 10 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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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