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Daniel Barracliff

State Farm Investment Management CORP.
27 Years of Experience
Peachtree Corners, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Daniel Barracliff is a registered investment advisor at State Farm Investment Management CORP., based in Peachtree Corners, GA, with 27 years of industry experience. Daniel 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.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6525 the Corners Parkway, Suite 218, Peachtree Corners, GA, 30092

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2018
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
June 2023 - Present · 3 yrs 4 mos
State Farm Vp Management CORP.
June 1999 - Present · 27 yrs 4 mos
State Farm Vp Management CORP.Broker
June 1999 - Present · 27 yrs 4 mos
State Registrations7 states
ALFLGALANMSCTN
AdvisorBrokerBoth

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
No exam information available for this advisor.
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