Robertson Ndegwa
Robertson Ndegwa is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Elgin, TX, with 11 years of industry experience. Robertson 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
14 N Main St, Suite A, Elgin, TX, 78621
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2020Other Business ActivitiesSells Insurance
Robertson owns and operates Robertson Ndegwa's Insurance Agency as an agent for State Farm and its affiliates, dedicating about half of his time to this. He is also a partner in M&N Equity Partners LLC, which will be used to purchase commercial property, but his involvement is minimal.
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 Registrations1 state
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.