Kerry Denton
Kerry Denton is a registered investment advisor at State Farm Investment Management CORP., based in Palm Coast, FL, with 22 years of industry experience. Kerry 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
5615 State Road 100, Unit 116, Palm Coast, FL, 32164
Get directionsHistory
Regulatory History (1)
Financial
June 2016Other Business ActivitiesSells Insurance
Kerry owns and works as an agent at Kerry S Denton Insurance Agency, an insurance agency affiliated with State Farm. Kerry spends about half of her 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
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Farm Vp Management CORP.Broker
New England Securities Corporation
New England SecuritiesBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations2 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.