Roxanne Haug
Roxanne Haug is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Sanger, TX, with 13 years of industry experience. Roxanne 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
640 S Stemmons St, Suite 100, Sanger, TX, 76266
Get directionsHistory
Regulatory History (1)
Criminal
April 1999Other Business ActivitiesSells Insurance
Roxanne owns Roxanne Haug's Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half of her time to this. She is also a board member and secretary for the Sanger Lions Club and a partner in Goating Green, LLC, dedicating minimal time to each.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations2 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.