Andrew Shull
Andrew Shull is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Frisco, TX, with 19 years of industry experience. Andrew 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
4645 Avon Lane, Suite 210, Frisco, TX, 75033
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business ActivitiesSells Insurance
Andrew owns Andrew Shull's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of his time to serving customers and supervising employees. He also holds positions in a homeowners association, a civic organization, and a service industry partnership, requiring minimal time commitment.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations5 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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