WI
ChFC
WI
ChFC

William Igou

26 Years of Experience
Kingston, TN
BrokerSells Insurance

William Igou is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Kingston, TN, with 26 years of industry experience. William 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
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
—
Loading...

Location

Kingston, TN

Get directions

History

Regulatory History
Clean regulatory record

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

William owns investment or commercial property and William Igou's Insurance Agency. He works about half his time as an agent for State Farm Mutual Automobile Insurance Company and its affiliates, servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
May 2023 - Present · 3 yrs 5 mos
State Farm Vp Management CORP.Broker
December 1999 - Present · 26 yrs 10 mos
State Farm Vp Management CORP.
December 1999 - Present · 26 yrs 10 mos
State Registrations6 states
ALGAKYNCTNVA
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.