Paulen Luttgeharm
Paulen Luttgeharm is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Monroe, LA, with 27 years of industry experience. Paulen 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
2116 Forsythe Ave, Ste A, Monroe, LA, 71201-3600
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paulen owns 50% of Palazzo Properties LLC, a commercial real estate venture, and spends minimal time collecting rent. Paulen also owns Paulen Luttgeharm's Insurance Agency (State Farm) and works as an insurance agent about half their time, and is a mortgage loan originator broker with SF Monroe Mortgages LLC, spending a few hours per week on lending. Finally, Paulen is the Vice President and Director of Proverbs 31 Women of Strength, a non-investment related organization, spending about 10-20% of their time on committee work.
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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