Chad Gregorini
Chad Gregorini is a registered investment advisor at State Farm Investment Management CORP., based in Aspinwall, PA, with 24 years of industry experience. Chad 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
7 Brilliant Ave, Aspinwall, PA, 15215-3117
Get directionsHistory
Regulatory History (1)
Criminal
June 2020Other Business ActivitiesSells Insurance
Chad is a board member for Mason Movement Foundation and SFPAC, and owns Gregorini Properties, LLC. He also owns Chad Gregorini's Insurance Agency, where he services customers and supervises employees, taking about half of his time. Finally, Chad owns a fishing tournaments business, dedicating about 10-20% of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations2 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.