SL
ChFC
SL
ChFC

Shayne Laughlin

13 Years of Experience
Lake Charles, LA
BrokerSells Insurance

Shayne Laughlin is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Lake Charles, LA, with 13 years of industry experience. Shayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 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)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4328 Lake Street, Lake Charles, LA, 70605

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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

Shayne is the president of the board for St. Nicolas Center for Children and an officer for Buc Football Nation Boosters, LLC, dedicating minimal time to each. Shayne also owns 50% of MEANT TO BE LLC, a commercial real estate company, and Shayne Laughlin's Insurance Agency, an insurance agency affiliated with State Farm, spending about half their time on the latter.

Employment History
Current Registrations
State Farm Investment Management CORP.
September 2021 - Present · 4 yrs 8 mos
State Farm Vp Management CORP.Broker
April 2012 - Present · 14 yrs 1 mo
State Farm Vp Management CORP.
April 2012 - Present · 14 yrs 1 mo
State Registrations1 state
LA
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.