Joung-Hee Woo
Joung-Hee Woo is a registered investment advisor at State Farm Investment Management CORP., based in Duluth, GA, with 10 years of industry experience. Joung-Hee 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
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 - $1.0M | 0.75% |
| $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
Location
2645 N Berkeley Lake Rd., Bldg B, Suite 218, Duluth, GA, 30096
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2020Other Business ActivitiesSells Insurance
Joung-Hee is the owner and agent of Joung Woo's Insurance Agency, an insurance agency affiliated with State Farm. She dedicates about half of her time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
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.
Exams
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