Beau Blessing
Beau Blessing is a registered investment advisor at State Farm Investment Management CORP., based in Temple Terrace, FL, with 2 years of industry experience. Beau 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
5691 E Fowler Ave, Temple Terrace, FL, 33617
Get directionsHistory
Regulatory History (1)
Criminal
September 1999Other Business ActivitiesSells Insurance
Beau owns Beau Blessing's Insurance Agency as an agent for State Farm and its affiliates, dedicating about half of his time to servicing customers and supervising employees. He also owns BB Blessing Properties LLC (hotel condo rental unit) and Blessing Mobility LLC (rental cars), dedicating minimal time to each.
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.