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MS
ChFC
MS
ChFC

Maria Samuel

State Farm Investment Management CORP.
10 Years of Experience
Phoenix, AZ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Maria Samuel is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Phoenix, AZ, with 10 years of industry experience. Maria 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.

State Farm Investment Management CORP.
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
—
View Full SEC Brochure

Location

8828 N Central Ave, Suite 300, Phoenix, AZ, 85020

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Maria owns an insurance agency affiliated with State Farm, where she services customers and supervises employees, dedicating about half of her time. She also owns rental properties, spending minimal time on these investments.

Employment History
Current Registrations
State Farm Investment Management CORP.
October 2023 - Present · 3 yrs
State Farm Vp Management CORP.Broker
November 2022 - Present · 3 yrs 11 mos
State Farm Vp Management CORP.
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
July 2014 - December 2020 · 6 yrs 5 mos
State Registrations1 state
AZ
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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