Charles White
Charles White is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Guymon, OK, with 10 years of industry experience. Charles 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
1754 N Academy, Guymon, OK, 73942
Get directionsHistory
Regulatory History (1)
Regulatory
March 2019Other Business ActivitiesSells Insurance
Charles is a board member at Panhandle Counseling & Health Center and a partner at Sweet Paradise, LLC. He is also a partner in C2E2 LLC, an investment or commercial property, and owns Charles White's Insurance Agency as an agent for State Farm, dedicating about half of his time to the 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.