James Wuest
James Wuest is a registered investment advisor at State Farm Investment Management CORP., based in Colorado Springs, CO, with 3 years of industry experience. James 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
2175 Academy Circle, Suite 100, Colorado Springs, CO, 80909
Get directionsHistory
Regulatory History (1)
Criminal
January 2011Other Business ActivitiesSells Insurance
James owns an insurance agency, James (Mike) Wuest's Insurance Agency, as an agent for State Farm and its affiliates, dedicating about half of his time to it. He is also a partner in Prestige Worldwide Images, LLC, a home-based photography business, and president of Q Street LLC, an investment property company, spending minimal time on each.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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.