William Kern
William Kern is a registered investment advisor at State Farm Investment Management CORP., based in Pittsburgh, PA, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. 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 - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
1121 Boyce Rd, Ste 2400-A, Pittsburgh, PA, 15241-3939
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2017Other Business ActivitiesSells Insurance
William owns Bill Kern Insurance Agency, selling State Farm insurance products and supervising employees, taking about half of his time. He is also the President of the Rotary Club of McMurray, dedicating about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Farm Investment Management CORP.
Previous Registrations
Citizens Securities, INC.Broker
Citizens Investment Services
Edward Jones
Edward JonesBroker
Equity Services, INC.Broker
Esi Financial Advisors
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Hornor, Townsend & Kent, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PFS Investments INC.Broker
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.