Robert Yuill
Robert Yuill is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Rocklin, CA, with 26 years of industry experience. Robert 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
2160 Sunset Blvd, Suite 504, Rocklin, CA, 95765-4790
Get directionsHistory
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
Robert is the Vice President and Director of the Rocklin Public Safety Foundation, dedicating minimal time. He also owns R Scott Yuill's Insurance Agency as an agent for State Farm, taking about half of his time, and is a partner in RSTR Ventures LLC, handling landlord management duties with minimal time commitment.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations5 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
More Advisors
- Kimberly Ogden, CFPCetera Investment Advisers LLC
- Ivan Tidwell, CFPTidwell Wealth Management LLC
- Ronie Drori, CFPModern Capital Advisors, LLC
- Gregory Zane, CFPStrategic Advisers LLC
- Anthony Owings, CFPRaymond James Financial Services Advisors, INC
- Elias Young, CFPFiduciary Financial Advisors