BS
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Bruce Slaughter

10 Years of Experience
Coppell, TX
1 DisclosureBrokerSells Insurance

Bruce Slaughter is a registered investment advisor at State Farm Investment Management CORP., based in Coppell, TX, with 10 years of industry experience. Bruce 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
7097 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

120 S Denton Tap Rd, Ste 280, Coppell, TX, 75019

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
December 2019
Other Business ActivitiesSells Insurance

Bruce owns Bruce Slaughter's Insurance Agency, an insurance agency affiliated with State Farm, since 2015. He services customers and supervises employees, dedicating about half of his time to this activity.

Employment History
Current Registrations
State Farm Investment Management CORP.
January 2025 - Present · 1 yr 9 mos
State Farm Vp Management CORP.
March 2022 - Present · 4 yrs 7 mos
State Farm Vp Management CORP.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
State Farm Vp Management CORP.Broker
June 2014 - December 2019 · 5 yrs 6 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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