TrueAdvisor
TrueAdvisor
JM
ChFC
JM
ChFC

John Mcafee

State Farm Investment Management CORP.
22 Years of Experience
Redwood City, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Mcafee is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Redwood City, CA, with 22 years of industry experience. John 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

734 Woodside Rd, Redwood City, CA, 94061

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

John is a board member of the Rotary Club of Redwood City Charitable Foundation and an officer for the Men's Affiliate for Lucile Packard Children's Hospital, dedicating minimal time to each. He also works as an agent team member for John W McAfee Insurance Agency, spending about half his time servicing customers.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 8 yrs 2 mos
State Farm Vp Management CORP.Broker
January 2004 - Present · 22 yrs 9 mos
State Registrations3 states
CANVOR
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.
More Advisors
More financial advisors in Redwood City, CA →All financial advisors in California →