Michael Moyer
Michael Moyer is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Kennett Sq, PA, 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, Retirement Planning. 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 - $1.0M | 0.75% |
| $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
Location
302 W State St, Kennett Sq, PA, 19348-3025
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Michael works as a mortgage loan originator/broker for Quicken Loans since 2020, earning commission. This activity takes about 10-20% of his time and may involve administrative duties and leasing office space.
Employment History
Current Registrations
State Farm Investment Management CORP.
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations2 states
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