Rebecca Hovater
Rebecca Hovater is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Sheffield, AL, with 17 years of industry experience. Rebecca 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
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 - $1.0M | 0.75% |
| $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
Location
501 S. Montgomery Ave, Ste. C, Sheffield, AL, 35660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca is a board member of the Shoals Chamber of Commerce and Shoals Business Incubator, and an officer of the Sheffield Kiwanis Club. She also owns Rebecca Hovater's Insurance Agency as an agent for State Farm, taking about half of her time, and is the owner/vice president of MLSK, LLC, which owns rental homes.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 states
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