HP
HP

Hubert Parish

20 Years of Experience
Eupora, MS
1 DisclosureBrokerSells Insurance

Hubert Parish is a registered investment advisor at State Farm Investment Management CORP., based in Eupora, MS, with 20 years of industry experience. Hubert 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

231 E Walnut Ave, Eupora, MS, 39744-2099

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2010
Other Business ActivitiesSells Insurance

Hubert is an officer and 50% owner of Choctaw Resources, Inc., a land procurement and sales business, dedicating minimal time. He is also an insurance agent and owner of Hubert Ray Parish, Jr Insurance Agency, spending about half his time servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
November 2020 - Present · 5 yrs 11 mos
State Farm Vp Management CORP.
February 2013 - Present · 13 yrs 8 mos
State Farm Vp Management CORP.Broker
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
State Farm Vp Management CORP.Broker
November 2003 - May 2010 · 6 yrs 6 mos
State Registrations2 states
MSTX
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.