Shonda Hetherington
Shonda Hetherington is a registered investment advisor at State Farm Investment Management CORP., based in Round Rock, TX, with 21 years of industry experience. Shonda 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
3000 Joe DiMaggio Blvd, Suite 2, Round Rock, TX, 78665
Get directionsHistory
Regulatory History (1)
Criminal
May 1992Other Business ActivitiesSells Insurance
Shonda is a State Farm employee working as an intern, servicing customers. This investment-related activity takes about half of her time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
State Registrations1 state
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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