Tarrell Florent
Tarrell Florent is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Newhall, CA, with 27 years of industry experience. Tarrell 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
23033 Lyons Ave Ste.1, Newhall, CA, 91321
Get directionsHistory
Regulatory History (2)
Regulatory
April 2002Regulatory
September 1998Other Business ActivitiesSells Insurance
Tarrell is a partner at Alpha & Omega Marketing, selling marketing systems and acting as an independent representative for direct sales companies. He also owns Parenthood Culture Apparel and Tarrell Florent's Insurance Agency, and participates in an affiliate program with AccuViewTV.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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