Sandra Githens
Sandra Githens is a registered investment advisor at State Farm Investment Management CORP., based in Bartow, FL, with 18 years of industry experience. Sandra 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
595 W Main St, Bartow, FL, 33830
Get directionsHistory
Regulatory History (1)
Regulatory
June 2011Other Business ActivitiesSells Insurance
Sandra is a board member for several non-investment related organizations, including Friends of the Bartow Public Library Inc, Polk Education Foundation, Bartow Bloomin' Arts Festival, and Polk Arts & Cultural Alliance. Sandra also owns Sandra Githens's Insurance Agency, where she services customers and supervises employees, taking about half of her time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
State Registrations1 state
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