MD
ChFC
MD
ChFC

Maggie Dutton

28 Years of Experience
Simons Island, GA
1 DisclosureBrokerSells Insurance

Maggie Dutton is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Simons Island, GA, with 28 years of industry experience. Maggie 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.

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
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Location

400 Main St Ste 7 St, Simons Island, GA, 31522

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History

Regulatory History (1)
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Regulatory
March 2019
Final
Other Business ActivitiesSells Insurance

Maggie owns Maggie Dutton's Insurance Agency, an insurance agency affiliated with State Farm, since 1983. She works about half her time servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
July 2021 - Present · 5 yrs 3 mos
State Farm Vp Management CORP.Broker
May 1998 - Present · 28 yrs 5 mos
State Registrations7 states
ALFLGAMSNCSCTX
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.