Phillip Pace
Phillip Pace is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Brandon, MS, with 22 years of industry experience. Phillip 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
1095 Highway 471, Brandon, MS, 39047
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2005Other Business ActivitiesSells Insurance
Phillip owns Phillip Pace Enterprises, which is renovating a house for resale, and E320 Living Inc, which deals with investment or commercial property. He also owns Phillip Pace's Insurance Agency, an insurance agency for State Farm, dedicating about half of his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Nylife Securities LLCBroker
Woodmen Financial Services, INC.Broker
State Registrations3 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.