Brian Gross
Brian Gross is a registered investment advisor at State Farm Investment Management CORP., based in Weeping Water, NE, with 26 years of industry experience. Brian 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
210 W Eldora Ave, Weeping Water, NE, 68463-4240
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Brian owns Brian Gross's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of his time to servicing customers and supervising employees. He also serves as a board member for the Syracuse Area Health Foundation and the Iowa Agency Resource Group - Team Member Hall of Fame Board, spending minimal time on these activities.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Edward JonesBroker
Pruco Securities CorporationBroker
AmeritradeBroker
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.