BS
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Bryan Schexnayder

16 Years of Experience
Metairie, LA
1 DisclosureBrokerSells Insurance

Bryan Schexnayder is a registered investment advisor at State Farm Investment Management CORP., based in Metairie, LA, with 16 years of industry experience. Bryan 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
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
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Location

1109 N Causeway Blvd, Metairie, LA, 70001

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2020
Other Business ActivitiesSells Insurance

Bryan owns Bryan Schexnayder's Insurance Agency, an insurance agency affiliated with State Farm. He serves customers and supervises employees, dedicating about half of his time to this activity.

Employment History
Current Registrations
State Farm Investment Management CORP.
December 2023 - Present · 2 yrs 10 mos
State Farm Vp Management CORP.Broker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
State Farm Vp Management CORP.Broker
August 2008 - January 2020 · 11 yrs 5 mos
State Registrations1 state
LA
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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