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Yvonne Salsbury

23 Years of Experience
Myrtle Beach, SC
BrokerSells Insurance

Yvonne Salsbury is a registered investment advisor at State Farm Investment Management CORP., based in Myrtle Beach, SC, with 23 years of industry experience. Yvonne 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
Fee-Only (% of Portfolio)
Firm Size
6693 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)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

395 Seaboard Street, Myrtle Beach, SC, 29577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Yvonne owns Yvonne Salsbury's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of her time to serving customers and supervising employees. She is also an independent consultant for Mary Kay Cosmetics for personal use and the treasurer for Calvary Parent's Association, spending minimal time on these activities.

Employment History
Current Registrations
State Farm Investment Management CORP.
December 2018 - Present · 7 yrs 5 mos
State Farm Vp Management CORP.
September 2003 - Present · 22 yrs 8 mos
State Farm Vp Management CORP.Broker
September 2003 - Present · 22 yrs 8 mos
Previous Registrations
State Farm Vp Management CORP.Broker
May 1998 - July 1999 · 1 yr 2 mos
State Registrations2 states
NCSC
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.