Dana Kerr
Dana Kerr is a registered investment advisor at State Farm Investment Management CORP., based in Athens, GA, with 21 years of industry experience. Dana 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
650 Oglethorpe Ave, Ste 2, Athens, GA, 30606-2216
Get directionsHistory
Regulatory History (1)
Regulatory
October 2018Other Business ActivitiesSells Insurance
Dana is the Treasurer and Board Member of the State Farm Agent's Political Action Committee, dedicating minimal time. Dana also owns Dana Kerr Insurance Agency as an agent for State Farm, spending about half of her time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
State Registrations4 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
More Advisors
- Robert Butler, ChFCState Farm Investment Management CORP.
- Patrick KingState Farm Investment Management CORP.
- Louis Pappas, CFPCannon Financial Strategists, INC.
- Randall Christian, ChFCRchristianfinancial Consultants, LLC "the Clients Fiduciary"
- Benjamin Jacobs-Nichelson, CFPFully Financial
- Amelia Ostenson, CFPMariner Independent