Jeffrey Smith
Jeffrey Smith is a registered investment advisor at State Farm Investment Management CORP., based in Lake Forest, IL, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. 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 - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
770 N Western Ave, Suite 3F, Lake Forest, IL, 60045
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2011Other Business ActivitiesSells Insurance
Jeffrey owns Jeffrey Smith's Insurance Agency, an insurance agency affiliated with State Farm, since 1999. He services customers and supervises employees, dedicating about half of his time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 states
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
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