BC
BC

Brian Cover

20 Years of Experience
North Wildwood, NJ
1 DisclosureBrokerSells Insurance

Brian Cover is a registered investment advisor at State Farm Investment Management CORP., based in North Wildwood, NJ, with 20 years of industry experience. Brian 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
Fee-Only (% of Portfolio)
Firm Size
7097 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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Location

North Wildwood, NJ

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2021
Other Business ActivitiesSells Insurance

Brian is a board member and Vice President of Vista De Playa Condominium Association, where he votes on insurance products and maintenance vendors. He is also a partner in PromDate LLC, a social media website for high school students, dedicating minimal time to this venture.

Employment History
Current Registrations
State Farm Investment Management CORP.
May 2025 - Present · 1 yr 5 mos
State Farm Vp Management CORP.
September 2022 - Present · 4 yrs 1 mo
State Farm Vp Management CORP.Broker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
State Farm Vp Management CORP.Broker
October 2005 - October 2021 · 16 yrs
State Registrations5 states
DEMDNJNYPA
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.