BM
ChFC
BM
ChFC

Blanca Mackrey

15 Years of Experience
Lake Worth, FL
1 DisclosureBrokerSells Insurance

Blanca Mackrey is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Lake Worth, FL, with 15 years of industry experience. Blanca 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

6159 Lake Worth Rd, Lake Worth, FL, 33463

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History

Regulatory History (1)
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Judgment / Lien
December 2025
Other Business ActivitiesSells Insurance

Blanca owns Blanca Mackrey's Insurance Agency, where she services customers and supervises employees, dedicating about half of her time. She is also an independent contractor for Arbonne, selling products and earning commissions for about 10% of her time.

Employment History
Current Registrations
State Farm Investment Management CORP.
February 2024 - Present · 2 yrs 8 mos
State Farm Vp Management CORP.
November 2013 - Present · 12 yrs 11 mos
State Farm Vp Management CORP.Broker
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
June 2010 - December 2012 · 2 yrs 6 mos
State Registrations2 states
FLGA
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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