Wesley Aeschliman
Wesley Aeschliman is a registered investment advisor at State Farm Investment Management CORP., based in Albia, IA, with 10 years of industry experience. Wesley 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
3 Benton Ave E, Albia, IA, 52531-2032
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2024Other Business ActivitiesSells Insurance
Wesley is a partner in JTTMI Holdings, LLC, and owns Wesley Aeschliman's Insurance Agency, where he services customers and supervises employees, taking about half of his time. He also serves on the boards of the Monroe County Foundation and the Albia Industrial Development Corporation, and is the President of the Albia Rotary Club.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations2 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.