David Brewer
David Brewer is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Carrollton, GA, with 17 years of industry experience. David 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
306 Rome St, A1, Carrollton, GA, 30117
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2015Other Business ActivitiesSells Insurance
David is involved in several outside business activities. He owns Branching Out LLC (currently closing), is part of Stonecrest HOA, and owns David Brewer's Insurance Agency as an agent for State Farm, dedicating about half his time to the insurance agency.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Pan-American Financial AdvisersBroker
Pan-American Investment Advisers, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.