Kraig Streetman
Kraig Streetman is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Buford, GA, with 12 years of industry experience. Kraig 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
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 - $1000K | 0.75% |
| $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
Location
2720 Mall of GA Blvd, Suite 104, Buford, GA, 30519
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2020Other Business ActivitiesSells Insurance
Kraig owns Kraig Streetman's Insurance Agency, an insurance agency affiliated with State Farm, since 2013, dedicating about half of his time to it. He also serves as a board member for the North Harbor Neighborhood Association, spending minimal time on HOA duties.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
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.