Ted Orzehoskie
Ted Orzehoskie is a registered investment advisor at State Farm Investment Management CORP., based in Crystal Lake, IL, with 22 years of industry experience. Ted 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $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
Location
6207 Northwest Hwy, Crystal Lake, IL, 60014-7932
Get directionsHistory
Regulatory History (1)
Regulatory
January 2010Other Business ActivitiesSells Insurance
Ted owns Theodore L Orzehoskie's Insurance Agency (State Farm) since 2010, dedicating about half of his time to servicing customers and supervising employees. He also has several real estate and business ventures, including Keelindslo Properties, NanTed LLC, Keego Inc (Fire House Subs Franchise), Slolinkee LLC, and personally held real estate.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations6 states
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.