Alanna Baillio
Alanna Baillio is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Tomball, TX, with 18 years of industry experience. Alanna 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
620 W Main St, Ste B, Tomball, TX, 77375
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2020Other Business ActivitiesSells Insurance
Alanna is involved in a networking organization and serves as a mentor coordinator. She also owns Alanna Baillio's Insurance Agency, where she services customers and supervises employees, dedicating about half of her time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
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
More Advisors
- Michael Fletcher, ChFCState Farm Investment Management CORP.
- Steven Ruderman, CFPNeal Financial Group, L.P.
- Brian Turpen, CFP
- Aaron Hoff, CFPJ. W. Cole Advisors, INC.
- Ross Richardson, CFPApella Wealth
- Beth Hearn, CFPOsaic Wealth, INC.