DA
ChFC
DA
ChFC

Denton Atkinson

5 Years of Experience
Lake Stevens, WA
1 DisclosureBrokerSells Insurance

Denton Atkinson is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Lake Stevens, WA, with 5 years of industry experience. Denton 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

7304 10th St, Ste B101, Lake Stevens, WA, 98258-3684

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History

Regulatory History (1)
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Criminal
March 2017
Final Disposition
Other Business ActivitiesSells Insurance

Denton owns and works as an agent at Denton Atkinson's Insurance Agency, an insurance agency affiliated with State Farm. He spends about half his time servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
April 2021 - Present · 5 yrs 5 mos
State Farm Vp Management CORP.Broker
December 2020 - Present · 5 yrs 9 mos
State Farm Vp Management CORP.
December 2020 - Present · 5 yrs 9 mos
State Registrations2 states
ORWA
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.