Byron Estrada
Byron Estrada is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Jacksonville, FL, with 21 years of industry experience. Byron 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
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 - $1.0M | 0.75% |
| $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
Location
4540 Southside Blvd, Ste 1102, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2022Other Business Activities
Byron is a 5% owner of A-A Auto Parts, a retail business selling used auto parts, since 2011. He dedicates minimal time per week overseeing parts sales, controlling the checkbook, reviewing bank statements, making deposits, paying bills, and acting as a check signatory.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
Nylife Securities LLCBroker
State Registrations2 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.
Exams
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