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Armando Avila

23 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker

Armando Avila is a registered investment advisor at State Farm Investment Management CORP., based in Fort Lauderdale, FL, with 23 years of industry experience. Armando 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

3036 Griffin Road, Suite 4, Fort Lauderdale, FL, 33312

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History

Regulatory History (1)
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Regulatory
September 2011
Final
Employment History
Current Registrations
State Farm Investment Management CORP.
October 2025 - Present · 7 mos
State Farm Vp Management CORP.
October 2007 - Present · 18 yrs 7 mos
State Farm Vp Management CORP.Broker
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Wm Financial Services, INC.
December 2004 - September 2007 · 2 yrs 9 mos
Wm Financial Services, INC.Broker
November 2004 - September 2007 · 2 yrs 10 mos
Wachovia Securities, LLC
September 2003 - December 2004 · 1 yr 3 mos
Wachovia Securities, LLCBroker
August 2003 - December 2004 · 1 yr 4 mos
Wm Financial Services, INC.Broker
April 2003 - August 2003 · 4 mos
American Express Financial Advisors, INC.
October 2002 - March 2003 · 5 mos
American Express Financial Advisors INC.Broker
October 2002 - March 2003 · 5 mos
Ids Life Insurance CompanyBroker
October 2002 - March 2003 · 5 mos
State Registrations1 state
FL
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.