John Merrill
John Merrill is a registered investment advisor at State Farm Investment Management CORP., based in Tyler, TX, with 24 years of industry experience. John 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
2318 E SE Loop 323, Tyler, TX, 75701
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2019Other Business ActivitiesSells Insurance
John owns an insurance agency, John Merrill's Insurance Agency, since 2000 and spends about half his time servicing customers and supervising employees. He also owns three personally held real estate properties.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
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.