Shawn Wilkins
Shawn Wilkins is a registered investment advisor at State Farm Investment Management CORP., based in Memphis, TN, with 28 years of industry experience. Shawn 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
5600 Pleasant View Rd Ste 101, Memphis, TN, 38134-6596
Get directionsHistory
Regulatory History (1)
Criminal
February 1976Other Business ActivitiesSells Insurance
Shawn owns WC Battlecreek Cove LLC, a personal LLC to own current and future properties, dedicating minimal time. Shawn also owns Shawn Wilkins's Insurance Agency, an insurance agency affiliated with State Farm, where he serves customers and supervises employees, taking about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
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.
Exams
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