Terri Nicholson
Terri Nicholson is a registered investment advisor at State Farm Investment Management CORP., based in Kosciusko, MS, with 4 years of industry experience. Terri 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
116 North Jackson St, Kosciusko, MS, 39090
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2020Other Business ActivitiesSells Insurance
Terri is a board member for two foundations and a member of Rotary District 6820. She also owns Michelle Nicholson's Insurance Agency and Chelle's Southern Soiree, dedicating about half of her time to the insurance agency and a few hours per week to the catering business.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
State Registrations5 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.