Shannon Till
Shannon Till is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Winter Garden, FL, with 20 years of industry experience. Shannon 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
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 - $1.0M | 0.75% |
| $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
Location
3279 Daniels Rd, Ste. 106, Winter Garden, FL, 34787-7010
Get directionsHistory
Regulatory History (1)
Criminal
April 1995Other Business Activities
Shannon is the owner/president of Till Insurance Group, building an office building with rentable space, and owner/president of multiple LLCs (Home Grove, George's Place, Antler Hill, and Charles Place) related to investment or commercial property. Shannon is also a partner/vice president of 220 Oakland LLC, involved in real estate; these activities require minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.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.
Exams
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