AP
ChFC
AP
ChFC

Alejandro Pizarro

19 Years of Experience
Grayslake, IL
1 DisclosureBrokerSells Insurance

Alejandro Pizarro is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Grayslake, IL, with 19 years of industry experience. Alejandro 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
Fee-Only (% of Portfolio)
Firm Size
6693 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)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

564 Barron Blvd, Grayslake, IL, 60030

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History

Regulatory History (1)
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Criminal
January 2000
Final Disposition
Other Business ActivitiesSells Insurance

Alejandro owns AP Legacy Properties, LLC, dealing with investment or commercial property, and Alejandro Pizarro's Insurance Agency, where he is a director, owner, and agent for State Farm. He also holds a position at State Bank of The Lakes/A Wintrust Community Bank, dedicating minimal time to it.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2023 - Present · 2 yrs 9 mos
State Farm Vp Management CORP.
October 2006 - Present · 19 yrs 7 mos
State Farm Vp Management CORP.Broker
October 2006 - Present · 19 yrs 7 mos
State Registrations2 states
ILWI
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.
Alejandro Pizarro - Financial Advisor | TrueAdvisor