Wyatt Rancourt
Wyatt Rancourt is a registered investment advisor at State Farm Investment Management CORP., based in Fort Lauderdale, FL, with 14 years of industry experience. Wyatt 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
Fort Lauderdale, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2026Other Business ActivitiesSells Insurance
Wyatt is the owner and agent of Wyatt Rancourt's Insurance Agency, an investment-related business affiliated with State Farm. He dedicates about half of his time to servicing customers and supervising employees.