Alexander Anneker
Alexander Anneker is a registered investment advisor at State Farm Investment Management CORP., based in Oakland, CA, with 6 years of industry experience. Alexander 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
5273 College Ave, Apt. 101, Oakland, CA, 94618
Get directionsHistory
Regulatory History (1)
Financial
December 2016Other Business ActivitiesSells Insurance
Alexander is an intern at State Farm, providing customer service, and an agent for Travel Planners International, where he anticipates sales/travel reservation activities for family and friends. The State Farm role takes about half of Alexander's time, while the Travel Planners role requires minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.