Phillip Williams
Phillip Williams is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in New Windsor, NY, with 25 years of industry experience. Phillip 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
164 Temple Hill Rd, New Windsor, NY, 12553
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2020Other Business ActivitiesSells Insurance
Phillip owns several LLCs: PHICH 164 Temple Hill LLC (rental properties), PHICH Lending LLC (Quicken Mortgages), PHICH Adventures LLC (catamaran), and PHICH 40 Echo LLC (investment property). Phillip also owns Phillip Williams's Insurance Agency (State Farm), where he services customers and supervises employees, taking about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations3 states
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