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Aaron Seitz

State Farm Investment Management CORP.
15 Years of Experience
Macomb, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Aaron Seitz is a registered investment advisor at State Farm Investment Management CORP., based in Macomb, MI, with 15 years of industry experience. Aaron 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.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7073 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
—
View Full SEC Brochure

Location

16392 26 Mile Rd, Macomb, MI, 48042

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Aaron is a licensed real estate agent, owner of NHS Motors LLC (doing bookkeeping and renting a vehicle to his agency), and owner/agent of Aaron Seitz's Insurance Agency (State Farm). He also owns NHS Investments LLC, dealing with real estate, and has oil lease rights; Aaron spends about half his time on his insurance agency.

Employment History
Current Registrations
State Farm Investment Management CORP.
January 2019 - Present · 7 yrs 9 mos
State Farm Vp Management CORP.
July 2011 - Present · 15 yrs 3 mos
State Farm Vp Management CORP.Broker
July 2011 - Present · 15 yrs 3 mos
State Registrations2 states
FLMI
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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