Joseph Sarrio
Joseph Sarrio is a registered investment advisor at State Farm Investment Management CORP., based in Collierville, TN, with 17 years of industry experience. Joseph 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
2085 E Winchester Blvd, Suite 103, Collierville, TN, 38017
Get directionsHistory
Regulatory History (1)
Criminal
November 2000Other Business ActivitiesSells Insurance
Joseph owns investment or commercial property through IPMG, LLC, is a board member of the Collierville Education Foundation, and originates mortgage loans for Rocket Mortgage. He also owns Joseph Sarrio's Insurance Agency and is an officer for the Collierville Chamber of Commerce, taking about half of Joseph's time to service customers and supervise employees at the insurance agency.
Employment History
Current Registrations
State Farm Investment Management CORP.
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.