Phillip Pace
Phillip Pace is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Brandon, MS, with 23 years of industry experience. Phillip 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
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.
Exams
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