Adam Leggett
Adam Leggett is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Plano, TX, with 18 years of industry experience. Adam 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
700 Alma Dr, Suite 141, Plano, TX, 75075
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2020Other Business ActivitiesSells Insurance
Adam owns Adam Leggett's Insurance Agency, selling insurance products through State Farm and its affiliates, dedicating about half his time to this activity. He is also a partner in Livin Larj, LLC (RV Park) and Eldan Legacy, LLC (family lake house), and a board member for the Birmingham Trust.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations2 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.