Lakitsia Gaines
Lakitsia Gaines is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Hallandale, FL, with 21 years of industry experience. Lakitsia 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
1920 Hallandale Beach Blvd, Hallandale, FL, 33009
Get directionsHistory
Regulatory History (1)
Regulatory
November 2011Other Business ActivitiesSells Insurance
Lakitsia owns an insurance agency, representing State Farm and its affiliates, dedicating about half of her time to servicing customers and supervising employees. She also owns two investment properties, spending minimal time on each.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations10 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.