CD
CD

Clyde Dangerfield

22 Years of Experience
Waynesville, NC
BrokerSells Insurance

Clyde Dangerfield is a registered investment advisor at State Farm Investment Management CORP., based in Waynesville, NC, with 22 years of industry experience. Clyde 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
Loading...

Location

38 S Main St, Waynesville, NC, 28786

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Clyde is an officer of Patriots Park, LCC, a non-investment related commercial property, spending a few hours per week collecting rent and enforcing leases. He also owns Clyde M Dangerfield Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half his time to this.

Employment History
Current Registrations
State Farm Investment Management CORP.
December 2023 - Present · 2 yrs 5 mos
State Farm Vp Management CORP.
September 2003 - Present · 22 yrs 8 mos
State Farm Vp Management CORP.Broker
September 2003 - Present · 22 yrs 8 mos
State Registrations4 states
FLGANCSC
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.
Clyde Dangerfield - Financial Advisor | TrueAdvisor