John Holloway
John Holloway is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Venice, FL, with 28 years of industry experience. John 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.
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 - $1.0M | 0.75% |
| $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
Location
1695 US 41 Bypass S, #2, Venice, FL, 34293
Get directionsHistory
Regulatory History (1)
Regulatory
November 2007Other Business ActivitiesSells Insurance
John owns John Holloway's Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half of his time to this. He is also a board member of his Homeowners Association, spending minimal time on this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
State Registrations1 state
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
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