Amy Tillotson
Amy Tillotson is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Alamogordo, NM, with 10 years of industry experience. Amy 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.
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 - $1.0M | 0.75% |
| $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
Location
1018 Vermont Avenue, Alamogordo, NM, 88310
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is a licensed clinical social worker and owns Amy Tillotson's Insurance Agency (State Farm). She also owns Tillies Antiques and Tillotson 2909 and 2851 LLC, and is a director for Project Rise, a memorial park; taking about half of Amy's time to service customers and supervise employees at the insurance agency.
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.
Exams
More Advisors
- Kris Holt, ChFCEdward Jones
- Megan Wade, CFPEdward Jones