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Wesley Hamilton

State Farm Investment Management CORP.
17 Years of Experience
Fuquay Varina, NC
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Wesley Hamilton is a registered investment advisor at State Farm Investment Management CORP., based in Fuquay Varina, NC, with 17 years of industry experience. Wesley 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

1000 N Main St, Ste 101, Fuquay Varina, NC, 27526

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Wesley owns Wesley Hamilton's Insurance Agency, where he services customers and supervises employees, dedicating about half of his time. He also owns River Dash LLC (rental property) and personally held real estate, spending minimal time on these ventures, and is a board member for Cape Fear Christian Academy.

Employment History
Current Registrations
State Farm Investment Management CORP.
January 2022 - Present · 4 yrs 9 mos
State Farm Vp Management CORP.
October 2021 - Present · 5 yrs
State Farm Vp Management CORP.Broker
October 2021 - Present · 5 yrs
Previous Registrations
State Farm Investment Management CORP.
November 2018 - July 2020 · 1 yr 8 mos
State Farm Vp Management CORP.Broker
June 2008 - July 2020 · 12 yrs 1 mo
State Registrations2 states
NCSC
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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