Russell Vorhis
Russell Vorhis is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Orange Park, FL, with 25 years of industry experience. Russell 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
589 Blanding Blvd, Orange Park, FL, 32073
Get directionsHistory
Regulatory History (1)
Regulatory
December 2009Other Business ActivitiesSells Insurance
Russell owns Russell Vorhis's Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half of his time to this. He also owns Whiskey Bent Fishing, LLC, a commercial fishing business, spending minimal time on it.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 states
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
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