Joel Griffin
Joel Griffin is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Uvalde, TX, with 26 years of industry experience. Joel 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
141 N Camp St, Uvalde, TX, 78801-5308
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2011Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Joel owns Joel Griffin's Insurance Agency, an insurance agency affiliated with State Farm, and dedicates about half of his time to servicing customers and supervising employees. He also owns Crowd street blended portfolios I, LLC, an investment or commercial property.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
More Advisors
- Dean Sterling, ChFCState Farm Investment Management CORP.