Benjamin Schleicher
Benjamin Schleicher is a CFP-designated registered investment advisor at State Farm Investment Management CORP., based in Sioux Falls, SD, with 5 years of industry experience. Benjamin 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
8613 W 26th Street, Sioux Falls, SD, 57106
Get directionsHistory
Regulatory History (3)
Financial
August 2021Financial
August 2021Financial
August 2021Other Business ActivitiesSells Insurance
Benjamin works as an agent team member for Ty Teveldal's Insurance Agency, representing State Farm and its affiliates. This activity takes about half of Benjamin's time and involves servicing customers.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Tucker Asset Management LLC
Colliers Securities LLC
Colliers Securities LLCBroker
Verity Asset Management
Verity Investments, INC.Broker
Edward Jones
Edward JonesBroker
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.