RR
ChFC
RR
ChFC

Randal Reeves

26 Years of Experience
Spring, TX
1 DisclosureBrokerSells Insurance

Randal Reeves is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Spring, TX, with 26 years of industry experience. Randal 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
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7702 Louetta Rd, Spring, TX, 77379

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2020
Other Business ActivitiesSells Insurance

Randal is a partner in Texans Making Cents, an investment club, and an officer (Vice President) of the Hudson Folkerts Memorial Foundation, which provides scholarships. He also owns Randal Reeves's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of his time to serving customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
December 2023 - Present · 2 yrs 5 mos
State Farm Vp Management CORP.Broker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
September 1998 - March 2020 · 21 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.