HS
ChFC
HS
ChFC

Hayward Sparks

27 Years of Experience
Katy, TX
1 DisclosureBroker

Hayward Sparks is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Katy, TX, with 27 years of industry experience. Hayward 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
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Estimated Annual Fee
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Location

History

Regulatory History (1)
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Regulatory
March 2017
Final
Other Business Activities

Hayward is involved in several outside business activities, including coaching for Katyfit USA, owning a photography business (In The Moment Images), and serving in leadership roles at Fellowship at Cinco Ranch and Katy Christian Ministries. He also owns investment properties through San Marino Properties and Polaris Properties.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 7 yrs 9 mos
State Farm Vp Management CORP.Broker
May 1998 - Present · 28 yrs
State Farm Vp Management CORP.
May 1998 - Present · 28 yrs
State Registrations1 state
TX
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.
Hayward Sparks - Financial Advisor | TrueAdvisor