Andrew Vincent
Andrew Vincent is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Mustang, OK, with 12 years of industry experience. Andrew 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
1106 E State Highway 152, Unit 2, Mustang, OK, 73064
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 ActivitiesSells Insurance
Andrew promotes workout programs and nutritional products for Team Beachbody, dedicating about 10-20% of his time. He also owns Andrew Vincent's Insurance Agency, selling State Farm insurance and supervising employees, taking about half of his time. Additionally, Andrew is the Secretary for Mustang Horsepower Foundation, spending a few hours per week.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations4 states
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
- Calvin Kiburz, ChFCState Farm Investment Management CORP.