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Brian Glaeser

State Farm Investment Management CORP.
27 Years of Experience
Naples, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brian Glaeser is a registered investment advisor at State Farm Investment Management CORP., based in Naples, FL, with 27 years of industry experience. Brian 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.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 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)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3765 Airport Rd N, Suite 101, Naples, FL, 34105

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian owns Bull Investors LLC (a home building business), Brian Glaeser's Insurance Agency (an insurance agency), and two personally held real estate properties. He also serves as a board member for Junior Achievement of SW FL, dedicating minimal time to this role, and spends about half his time servicing customers and supervising employees at his insurance agency.

Employment History
Current Registrations
State Farm Investment Management CORP.
November 2024 - Present · 1 yr 11 mos
State Farm Vp Management CORP.
April 1999 - Present · 27 yrs 6 mos
State Farm Vp Management CORP.Broker
April 1999 - Present · 27 yrs 6 mos
State Registrations1 state
FL
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.
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