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Timothy Duray

State Farm Investment Management CORP.
19 Years of Experience
Leesburg, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Timothy Duray is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Leesburg, VA, with 19 years of industry experience. Timothy 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.

State Farm Investment Management CORP.
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
—
View Full SEC Brochure

Location

831 S King St, Suite D, Leesburg, VA, 20175

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History

Regulatory History (1)
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Criminal
October 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy owns Timothy Duray's Insurance Agency, where he services customers and supervises employees, dedicating about half of his time. He also owns Diablo Development LLC, which owns the commercial property for his State Farm agency, dedicating minimal time to this.

Employment History
Current Registrations
State Farm Investment Management CORP.
June 2021 - Present · 5 yrs 4 mos
State Farm Vp Management CORP.
November 2018 - Present · 7 yrs 11 mos
State Farm Vp Management CORP.Broker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
December 2002 - November 2014 · 11 yrs 11 mos
State Registrations6 states
DCMDNCOKVAWV
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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