Moriah Birkle
Moriah Birkle is a registered investment advisor at State Farm Investment Management CORP., based in Wichita, KS, with 3 years of industry experience. Moriah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. 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 - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
2121 N Tyler Rd, Ste 203, Wichita, KS, 67212
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2022Other Business ActivitiesSells Insurance
Moriah owns Moriah Birkle's Insurance Agency, an insurance agency affiliated with State Farm. She serves customers and supervises employees, dedicating about half of her time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations3 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.
Exams
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