Daniel Barracliff
Daniel Barracliff is a registered investment advisor at State Farm Investment Management CORP., based in Peachtree Corners, GA, with 26 years of industry experience. Daniel 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
6525 the Corners Parkway, Suite 218, Peachtree Corners, GA, 30092
Get directionsHistory
Regulatory History (1)
Regulatory
July 2018Other Business ActivitiesSells Insurance
Daniel is on the board of directors for the State Farm Political Action Committee and has minority ownership in two race horses. He also owns Daniel Barracliff's Insurance Agency, where he services customers and supervises employees, taking about half of his time, and is a partner in Cattails Investment Holdings I, LLC, Whiskey Benjies, LLC, Butaco 2, and PickleBall Benjies LLC.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations6 states
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