TS
ChFC
TS
ChFC

Tausha Sanders

24 Years of Experience
Monroe, LA
BrokerSells Insurance

Tausha Sanders is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Monroe, LA, with 24 years of industry experience. Tausha 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
Fee-Only (% of Portfolio)
Firm Size
7097 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)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1605 Arizona Avenue, Monroe, LA, 71202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tausha is a partner in T & A Sanders, LLC, an investment or commercial property, and HaleyJ LLC, a real estate investment. She also owns Tausha Sanders's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of her time to it.

Employment History
Current Registrations
State Farm Investment Management CORP.
April 2023 - Present · 3 yrs 6 mos
State Farm Vp Management CORP.
October 2002 - Present · 24 yrs
State Farm Vp Management CORP.Broker
October 2002 - Present · 24 yrs
State Registrations1 state
LA
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.
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