Tyler Chapmon
Tyler Chapmon is a registered investment advisor at State Farm Investment Management CORP., based in Miles City, MT, with 19 years of industry experience. Tyler 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
2815 Comstock St, Miles City, MT, 59301
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tyler owns Bomb Dropper, LLC, a residential real estate holding company, dedicating minimal time to it. Tyler also owns Tyler Chapmon's Insurance Agency, an insurance agency affiliated with State Farm, and spends about half his time servicing customers and supervising employees. Additionally, Tyler is an agent for Rain & Hail, LLC, selling crop insurance and services, dedicating a few hours per week.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations6 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.