Misty Kern
Misty Kern is a registered investment advisor at State Farm Investment Management CORP., based in Brunswick, GA, with 3 years of industry experience. Misty 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
7434 Blythe Island Highway, Brunswick, GA, 31523
Get directionsHistory
Regulatory History (1)
Criminal
November 2000Other Business ActivitiesSells Insurance
Misty owns an insurance agency, Misty Kern Insurance Agency, as an agent for State Farm and its affiliates, dedicating about half of her time to it. She also has ownership in Patriot Enterprises LLC (rental property), Cash For Houses LLC (property management), and Patriot Construction Golden Isles LLC.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
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.