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David Shin

State Farm Investment Management CORP.
11 Years of Experience
Lake Oswego, OR
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Shin is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Lake Oswego, OR, with 11 years of industry experience. David 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
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
—
View Full SEC Brochure

Location

2 Centerpointe Dr, Suite 375, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David owns David Shin's Insurance Agency, selling State Farm insurance products and supervising employees, dedicating about half his time to this. He also runs a YouTube channel and is an executive director for his church's capital campaign, dedicating minimal time to each.

Employment History
Current Registrations
State Farm Investment Management CORP.
March 2023 - Present · 3 yrs 7 mos
State Farm Vp Management CORP.Broker
December 2020 - Present · 5 yrs 10 mos
State Farm Vp Management CORP.
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Country Capital Management CompanyBroker
August 2014 - May 2020 · 5 yrs 9 mos
State Registrations3 states
IDORWA
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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