Rolando Alfaro
Rolando Alfaro is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Corpus Christi, TX, with 16 years of industry experience. Rolando 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
Corpus Christi, TX
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 Activities
Rolando owns RCAM Rentals LLC, a short-term rental business, and RCAM Rentals, a condominium for personal use and occasional rental. He also owns RJ Adrian Barbecue and RCAM Enterprises LLC, which holds the building his agency is housed in; these activities require minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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
- Edmundo GarciaState Farm Investment Management CORP.
- Andrew Becquet, ChFCState Farm Investment Management CORP.
- Robert Hyatt, ChFCState Farm Investment Management CORP.
- Nila Patel, PFS
- Laurelyn Pohlmeier, CFPEdward Jones
- Samuel Clark, CFPStifel, Nicolaus & Company, Incorporated