RH
ChFC
RH
ChFC

Ryan Hendrix

21 Years of Experience
Flowery Branch, GA
1 DisclosureBrokerSells Insurance

Ryan Hendrix is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Flowery Branch, GA, with 21 years of industry experience. Ryan 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
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7380 Spout Springs Rd, Suite 110, Flowery Branch, GA, 30542

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2017
Other Business ActivitiesSells Insurance

Ryan is a director at TDR Inc and owns Ryan Hendrix's Insurance Agency, an insurance agency affiliated with State Farm. He dedicates about half of his time to servicing customers and supervising employees at the insurance agency.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 7 yrs 9 mos
State Farm Vp Management CORP.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
State Farm Vp Management CORP.Broker
January 2010 - February 2017 · 7 yrs 1 mo
Jbs Liberty Securities, INC.Broker
April 2005 - October 2009 · 4 yrs 6 mos
Hornor, Townsend & Kent, INC.
September 2003 - March 2005 · 1 yr 6 mos
Hornor, Townsend & Kent, INC.Broker
September 2003 - March 2005 · 1 yr 6 mos
AXA Advisors, LLCBroker
September 2002 - August 2003 · 11 mos
American Express Financial Advisors INC.Broker
July 2002 - July 2002 · 0 mos
Ids Life Insurance CompanyBroker
July 2002 - July 2002 · 0 mos
State Registrations7 states
FLGAILNCSCTNWI
AdvisorBrokerBoth

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
No exam information available for this advisor.