KB
ChFC
KB
ChFC

Kesia Brown

18 Years of Experience
Walterboo, SC
BrokerSells Insurance

Kesia Brown is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Walterboo, SC, with 18 years of industry experience. Kesia 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
Fee-Only (% of Portfolio)
Firm Size
7097 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1551 Jefferies Hwy, Walterboo, SC, 29488

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History

Regulatory History
Clean regulatory record

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

Kesia is a board member for the Technical College of the Lowcountry and the Low Country Workforce Development. She also owns Kesia Brown's Insurance Agency and is the owner/president of All in Sports Incorporated, dedicating about half of her time to the insurance agency and a few hours per week to the sports camp.

Employment History
Current Registrations
State Farm Investment Management CORP.
October 2022 - Present · 4 yrs
State Farm Vp Management CORP.
October 2007 - Present · 19 yrs
State Farm Vp Management CORP.Broker
October 2007 - Present · 19 yrs
State Registrations2 states
FLSC
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kesia Brown - Financial Advisor | TrueAdvisor