Diana Devito
Diana Devito is a registered investment advisor at State Farm Investment Management CORP., based in Clearwater, FL, with 27 years of industry experience. Diana 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
Bldg F 2535 Landmark Dr, Ste 211, Clearwater, FL, 33761
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Diana owns Diana DeVito's Insurance Agency, an insurance agency affiliated with State Farm, since 1987, and spends about half her time servicing customers and supervising employees. She is also the president and a board member of the Northwood Office Condo Association, dedicating minimal time to this role.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
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.