Paul Bavaro
Paul Bavaro is a registered investment advisor at State Farm Investment Management CORP., based in Cutler Bay, FL, with 25 years of industry experience. Paul 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
20330 Old Curtler Rd, Cutler Bay, FL, 33189
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
The Leaders Group, INC.Broker
MML Investors Services, LLCBroker
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
National Planning CorporationBroker
Citicorp Investment ServicesBroker
State Registrations1 state
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.