James Peters
James Peters is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in New Prt Rchy, FL, with 27 years of industry experience. James 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
11315 Little Rd, New Prt Rchy, FL, 34654-1218
Get directionsHistory
Regulatory History (1)
Regulatory
August 2015Other Business ActivitiesSells Insurance
James is a partner in Silver Properties of WH, LLC, dealing with investment or commercial property. He is also an officer of the North Suncoast Estate Planning Council, dedicating minimal time to presiding over meetings. Additionally, James owns Mike Peters's Insurance Agency, an insurance agency affiliated with State Farm, where he spends about half his time servicing customers and supervising employees.
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.