Trudy Goldsmith
Trudy Goldsmith is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Farmington, NM, with 23 years of industry experience. Trudy 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
800 E 30th St, Bldg 2A, Farmington, NM, 87401-9407
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2022Other Business ActivitiesSells Insurance
Trudy is the treasurer of the Family Crisis Center, a non-profit organization. She also owns multiple rental property LLCs and Trudy Goldsmith's Insurance Agency, an insurance agency affiliated with State Farm, taking about half of her time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations7 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.