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ChFC
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ChFC

Adam Haynes

State Farm Investment Management CORP.
20 Years of Experience
Burley, ID
BrokerSells Insurance
View SEC Summary
View SEC Summary

Adam Haynes is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Burley, ID, with 20 years of industry experience. Adam 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.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7073 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

1849 Overland Ave, Burley, ID, 83318

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adam is a 50% partner in Haynes Enterprise LLC, which handles advertising for a State Farm agency, dedicating a few hours per week. He is also a partner in TAH Properties, LLC, overseeing construction and finances, and owns Adam Haynes's Insurance Agency (State Farm), where he services customers and supervises employees, taking about half of his time.

Employment History
Current Registrations
State Farm Investment Management CORP.
January 2024 - Present · 2 yrs 9 mos
State Farm Vp Management CORP.
October 2005 - Present · 21 yrs
State Farm Vp Management CORP.Broker
October 2005 - Present · 21 yrs
State Registrations2 states
IDUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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