Troy Gonzales
Troy Gonzales is a registered investment advisor at State Farm Investment Management CORP., based in Greeley, CO, with 27 years of industry experience. Troy 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
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
1019 37th Avenue Ct, Unit 4, Greeley, CO, 80634
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2012Other Business ActivitiesSells Insurance
Troy owns Troy Gonzales's Insurance Agency, an insurance agency affiliated with State Farm. He services customers and supervises employees, dedicating about half of his time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
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.
Exams
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