Michael Mcclaskie
Michael Mcclaskie is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Hilliard, OH, with 28 years of industry experience. Michael 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
2510 Hilliard Rome Rd, Hilliard, OH, 43026
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 1997Other Business ActivitiesSells Insurance
Michael is the president of Connect Bonus Systems LLC, a web-based bonus system for insurance agencies, dedicating a few hours per week. He also owns Michael McClaskie's Insurance Agency, selling insurance for State Farm and its affiliates, taking about half of his time. Finally, Michael is a member of his condo's financial committee, dedicating minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
Previous Registrations
State Farm Investment Management CORP.
State Registrations3 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.