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Tyler Parmer

8 Years of Experience
Mount Joy, PA
BrokerSells Insurance

Tyler Parmer is a registered investment advisor at State Farm Investment Management CORP., based in Mount Joy, PA, with 8 years of industry experience. Tyler 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
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

410 W Main Street, Suite A, Mount Joy, PA, 17552

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Tyler is involved in several outside business activities, including youth umpiring, Rotary International, election services, and a charitable foundation. He also owns Tyler Parmer Insurance Agency (State Farm) and commercial real estate.

Employment History
Current Registrations
State Farm Investment Management CORP.
June 2022 - Present · 3 yrs 11 mos
State Farm Vp Management CORP.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Primerica Advisors
March 2021 - May 2022 · 1 yr 2 mos
PFS Investments INC.Broker
August 2017 - May 2022 · 4 yrs 9 mos
State Registrations2 states
DEPA
AdvisorBrokerBoth

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
No exam information available for this advisor.