Kris Yelverton
Kris Yelverton is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Ithaca, NY, with 16 years of industry experience. Kris 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
401 Elmira Rd, Suite 6, Ithaca, NY, 14850
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
Kris owns Kristopher Yelverton's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half their time to servicing customers and supervising employees. Kris also owns KSTR Holdings, LLC, an investment company focused on commercial real estate, but spends minimal time on this.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp 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.
Exams
More Advisors
- Paul Strebel, CFPNew Horizon Financial Strategies, LLC
- Nelson Mead, CFA, CFPCornell Pochily Investment Advisors, INC.
- Shane O'neill, CFPCornell Pochily Investment Advisors, INC.
- Robert Ainslie, CFPMorgan Stanley
- Samuel Conway, CFPS Conway Consulting, LLC
- Angela Oneill, CFPNew Horizon Financial Strategies, LLC