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Joel Gruber

State Farm Investment Management CORP.
17 Years of Experience
Huber Heights, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Joel Gruber is a registered investment advisor at State Farm Investment Management CORP., based in Huber Heights, OH, with 17 years of industry experience. Joel 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.

State Farm Investment Management CORP.
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
—
View Full SEC Brochure

Location

7283 Old Troy Pike, Huber Heights, OH, 45424

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History

Regulatory History (1)
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Judgment / Lien
August 2022
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joel owns Joel Gruber's Insurance Agency, an insurance agency affiliated with State Farm, where he services customers and supervises employees, dedicating about half his time. He is also a partner in Garcia Servies, a service industry business, spending about 10-20% of his time there helping with painting.

Employment History
Current Registrations
State Farm Investment Management CORP.
October 2018 - Present · 8 yrs
State Farm Vp Management CORP.
September 2014 - Present · 12 yrs 1 mo
State Farm Vp Management CORP.Broker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Clear Path Investment Advisors LLC
April 2013 - June 2014 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - March 2013 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - March 2013 · 1 yr 6 mos
Chase Investment Services CORP.Broker
April 2010 - August 2011 · 1 yr 4 mos
Natcity Investments, INC.Broker
March 2008 - December 2008 · 9 mos
American Family Securities, LLCBroker
November 2007 - March 2008 · 4 mos
State Registrations1 state
OH
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.
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