Kendra Gries
Kendra Gries is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Colorado Springs, CO, with 12 years of industry experience. Kendra 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
13540 Northgate Estates, Ste. 200, Colorado Springs, CO, 80921
Get directionsHistory
Regulatory History (1)
Criminal
August 2005Other Business ActivitiesSells Insurance
Kendra is involved in several LLCs related to investment and residential real estate, where she manages rent collection, bill payments, and bank accounts. Kendra also owns Kendra Gries's Insurance Agency, where she services customers and supervises employees, taking about half of her time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations8 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.