George Chui
George Chui is a registered investment advisor at State Farm Investment Management CORP., based in Alpharetta, GA, with 15 years of industry experience. George 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
5530 Windward Pkwy, Ste 240, Alpharetta, GA, 30004
Get directionsHistory
Regulatory History (1)
Financial
October 2019Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
MML Investors Services, LLCBroker
P.J. Robb Variable CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
E*trade Capital Management, LLC
E*trade Securities LLCBroker
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.