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Eric Mayer

5 Years of Experience
Blue Ash, OH
BrokerSells Insurance

Eric Mayer is a registered investment advisor at State Farm Investment Management CORP., based in Blue Ash, OH, with 5 years of industry experience. Eric 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

9762 Kenwood Rd, Blue Ash, OH, 45242

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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

Eric works full-time at Zebra Technologies and is the owner and agent of Eric Mayer's Insurance Agency (State Farm), dedicating about half of his time to serving customers and supervising employees. He is also the president of Blue Ash BNI, a civic organization, spending a few hours per week on facilitating weekly meetings.

Employment History
Current Registrations
State Farm Investment Management CORP.
May 2024 - Present · 2 yrs
State Farm Vp Management CORP.
May 2020 - Present · 6 yrs
State Farm Vp Management CORP.Broker
May 2020 - Present · 6 yrs
State Registrations1 state
OH
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.