Steven Sanchez
Steven Sanchez is a registered investment advisor at State Farm Investment Management CORP., based in Livermore, CA, with 12 years of industry experience. Steven 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
2602 Old 1st St, Livermore, CA, 94550
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2019Other Business ActivitiesSells Insurance
Steven owns an insurance agency, Steven Sanchez's Insurance Agency, where he services customers and supervises employees, dedicating about half his time. He also owns investment real estate property, Steven Sanchez-Property #1, generating rental income, which requires minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
National Planning CorporationBroker
Chase Investment Services CORP.Broker
Securian Financial Services, INC.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.