Gregory Edds
Gregory Edds is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Salisbury, NC, with 27 years of industry experience. Gregory 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
638 Statvl Blvd, Salisbury, NC, 28144
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Gregory is a Rowan County Commissioner and a board member of Cabarrus Rowan MPO, both public service roles. He also owns Gregory Edds's Insurance Agency (State Farm) since 1995, dedicating about half of his time to serving customers and supervising employees, and owns rental properties managed by a property management company.
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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