Leticia Oleksy
Leticia Oleksy is a registered investment advisor at State Farm Investment Management CORP., based in Gainesville, FL, with 27 years of industry experience. Leticia 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
4690 Newberry Rd, Ste 260, Gainesville, FL, 32607
Get directionsHistory
Regulatory History (1)
Regulatory
March 2007Other Business ActivitiesSells Insurance
Leticia is a partner in S & O Properties LLC, a real estate venture, and spends minimal time on it. She also owns GT Sun Properties, LLC and Leticia Oleksy's Insurance Agency, where she is an agent for State Farm and its affiliates, dedicating about half her time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations3 states
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.