Montyne Clay
Montyne Clay is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Ridgeland, MS, with 26 years of industry experience. Montyne 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
390 Towne Center Pl, Ste. A, Ridgeland, MS, 39157
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2010Other Business ActivitiesSells Insurance
Montyne is involved in several outside business activities, including volunteer organizations, professional associations, and public service as an elected official. Montyne also owns Tina Clay's Insurance Agency, where she services customers and supervises employees, taking about half of her time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations3 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
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