Aileen Dugan
Aileen Dugan is a registered investment advisor at State Farm Investment Management CORP., based in Portsmouth, NH, with 21 years of industry experience. Aileen 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
93 Middle St, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
Regulatory
April 2008Other Business ActivitiesSells Insurance
Aileen is a 50% partner in Haymarket Square LLC, a real estate venture, dedicating minimal time to it. She also owns Aileen Dugan's Insurance Agency (State Farm affiliate) since 1990, spending about half her time servicing customers and supervising employees. Finally, Aileen is a director for the Rotary Club of Portsmouth NH, spending minimal time helping the non-profit.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
Previous Registrations
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.Broker
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.