Amy Masincupp
Amy Masincupp is a registered investment advisor at State Farm Investment Management CORP., based in Columbia, SC, with 25 years of industry experience. Amy 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
612 Saint Andrews Rd, Suite 4, Columbia, SC, 29210
Get directionsHistory
Regulatory History (2)
Regulatory
May 2024Regulatory
June 2023Other Business ActivitiesSells Insurance
Amy owns Amy Masincupp's Insurance Agency, an insurance agency affiliated with State Farm. She serves customers and supervises employees, dedicating about half of her time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Bb&t Investment Services, INC.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.