Brenton Troyer
Brenton Troyer is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Sugar Hill, GA, with 10 years of industry experience. Brenton 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
4536 Nelson Brogdon Blvd, Bldg D2, Sugar Hill, GA, 30518
Get directionsHistory
Regulatory History (1)
Regulatory
September 2012Other Business ActivitiesSells Insurance
Brenton is an officer of BNI Record Busters, a non-investment related association. He also owns Brenton Troyer's Insurance Agency, an insurance agency affiliated with State Farm, where he services customers and supervises employees, taking about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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.