Anne Lintz
Anne Lintz is a registered investment advisor at State Farm Investment Management CORP., based in Jackson, CA, with 27 years of industry experience. Anne 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
15 N Highway 49-88, Jackson, CA, 95642-2243
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anne is a board member for the California Department of Insurance Curriculum Board and owns Anne Lintz's Insurance Agency, acting as an agent for State Farm. She also serves as a trustee for The Lintz Family Trust, which holds real estate; the insurance agency takes about half of Anne's time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 states
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