Benjamin Mayer is a registered investment advisor at State Farm Investment Management CORP., based in Merrill, WI, with 10 years of industry experience. Benjamin 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.
| 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.
100 S Mill St, Suite 100, Merrill, WI, 54452
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Learn about disclosures →Benjamin is a board member of Ledgeview Snowriders and owner of Mayer Camp 2 LLC for estate planning. He also owns Benjamin Mayer's Insurance Agency as an agent for State Farm, taking about half of his time, and Mayer Investment Properties, LLC, dedicating minimal time.
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