Shirley Saul
Shirley Saul is a registered investment advisor at State Farm Investment Management CORP., based in Miami Lakes, FL, with 27 years of industry experience. Shirley 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
7850 NW 146 Street, Ste. 308, Miami Lakes, FL, 33016
Get directionsHistory
Regulatory History (1)
Regulatory
December 2007Other Business ActivitiesSells Insurance
Shirley owns an insurance agency, Shirley Saul's Insurance Agency, and is an agent for State Farm and its affiliates, dedicating about half of her time to it. She also owns multiple investment properties, requiring minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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.