Ryan Cockrum
Ryan Cockrum is a registered investment advisor at State Farm Investment Management CORP., based in Stroud, OK, with 11 years of industry experience. Ryan 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
714 W 4th St, Stroud, OK, 74079
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Ryan owns CLB Farms LLC (both investment and non-investment related), Ryan Cockrum's Insurance Agency (State Farm), and is an officer for Kendrick Volunteer Fire Department. He is also a member of the finance committee for First Baptist Church and is affiliated with E*TRADE Securities LLC.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations3 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.