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.
| 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.
6159 Lake Worth Rd, Lake Worth, FL, 33463
Get directionsBlanca 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.
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.