Nilton Rodrigues
Nilton Rodrigues is a registered investment advisor at State Farm Investment Management CORP., based in Newhall, CA, with 21 years of industry experience. Nilton 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
24225 Main St., Ste. 3, Newhall, CA, 91321
Get directionsHistory
Regulatory History
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
Nilton is an officer for the Ols Town Newhall Association, dedicating minimal time to promoting the downtown Newhall area. He also works for Right Choice in Home Care, spending about 10-20% of his time providing respite care, and owns Nilton Rodrigues Insurance Agency, where he spends about half his time servicing customers and supervising employees. Nilton also owns a short-term vacation rental property.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations3 states
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