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Dominic Schillace

10 Years of Experience
Garland, TX
1 DisclosureBrokerSells Insurance

Dominic Schillace is a registered investment advisor at State Farm Investment Management CORP., based in Garland, TX, with 10 years of industry experience. Dominic 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
Fee-Only (% of Portfolio)
Firm Size
7073 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)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5255 North President George Bush Highway, Ste 425, Garland, TX, 75040

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2020
Other Business ActivitiesSells Insurance

Dominic owns an insurance agency, Dominic Schillace's Insurance Agency, where he services customers and supervises employees, dedicating about half of his time. He also owns two rental properties.

Employment History
Current Registrations
State Farm Investment Management CORP.
April 2022 - Present · 4 yrs 6 mos
State Farm Vp Management CORP.Broker
August 2021 - Present · 5 yrs 2 mos
State Farm Vp Management CORP.
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
State Farm Vp Management CORP.Broker
July 2014 - May 2020 · 5 yrs 10 mos
State Registrations1 state
TX
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.
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