Joshua Terraneau
Joshua Terraneau is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Riverside, CA, with 17 years of industry experience. Joshua 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
5053 La Mart Drive, Suite 103, Riverside, CA, 92507
Get directionsHistory
Regulatory History (1)
Financial
January 2017Other Business ActivitiesSells Insurance
Joshua owns an insurance agency, Joshua Terraneau's Insurance Agency, since 2013, where he services customers and supervises employees, dedicating about half his time. He also owns TnT Cardsellers, a retail business buying and selling sports cards, and plays poker tournaments occasionally, dedicating minimal time to each.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations4 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.