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Christopher Raines

12 Years of Experience
Honeoye Falls, NY
BrokerSells Insurance

Christopher Raines is a registered investment advisor at State Farm Investment Management CORP., based in Honeoye Falls, NY, with 12 years of industry experience. Christopher 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

11 North Main Street, Honeoye Falls, NY, 14472

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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

Christopher owns Christopher Raines's Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half of his time. He also serves as Vice President and Board Member for Honeoye Falls Mendon Rotary, spending a few hours per week.

Employment History
Current Registrations
State Farm Investment Management CORP.
May 2023 - Present · 3 yrs
State Farm Vp Management CORP.
December 2018 - Present · 7 yrs 5 mos
State Farm Vp Management CORP.Broker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
MML Investors Services, LLCBroker
August 2015 - August 2017 · 2 yrs
Nylife Securities LLCBroker
September 2012 - July 2015 · 2 yrs 10 mos
State Registrations1 state
NY
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.
Christopher Raines - Financial Advisor | TrueAdvisor