George Quarterman
George Quarterman is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Lakewood Ranch, FL, with 26 years of industry experience. George 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
8130 Lakewood Main St, Ste 206, Lakewood Ranch, FL, 34202
Get directionsHistory
Regulatory History (2)
Regulatory
September 2011Regulatory
March 2009Other Business ActivitiesSells Insurance
George is a board member at Visible Men Academy and a director at New College of Florida, dedicating minimal time to each. He also owns George Quarterman's Insurance Agency, an insurance agency affiliated with State Farm, where he works about half his time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp 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.