CS
ChFC
CS
ChFC

Candice Stryker-Irlbacher

20 Years of Experience
Westlake, OH
BrokerSells Insurance

Candice Stryker-Irlbacher is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Westlake, OH, with 20 years of industry experience. Candice 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

24549 Detroit Rd Ste 1, Westlake, OH, 44145

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Candice is a 50% partner in MCB USA LLC, a holding company for real estate and partnerships, but has no duties there. She also owns Candice Stryker-Irlbacher's Insurance Agency as an agent for State Farm, dedicating about half her time to servicing customers and supervising employees, and owns residential real estate in Naples, FL, for seasonal rental.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 8 yrs 2 mos
State Farm Vp Management CORP.Broker
March 2006 - Present · 20 yrs 7 mos
State Registrations1 state
OH
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.
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