JB
JB

Justin Buck

3 Years of Experience
Cedar Falls, IA
1 DisclosureBroker

Justin Buck is a registered investment advisor at State Farm Investment Management CORP., based in Cedar Falls, IA, with 3 years of industry experience. Justin 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
Fee-Only (% of Portfolio)
Firm Size
7097 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)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2103 Main St, Cedar Falls, IA, 50613

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History

Regulatory History (1)
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Criminal
November 2014
Final Disposition
Other Business Activities

Justin is a partner in BBHK2 LLC dba Scoopskis, an ice cream shop, and CV3 Pizza LLC dba Urban Pie, a pizza restaurant. He dedicates minimal time to each of these non-investment related businesses.

Employment History
Current Registrations
State Farm Investment Management CORP.
May 2023 - Present · 3 yrs 5 mos
State Farm Vp Management CORP.
May 2023 - Present · 3 yrs 5 mos
State Farm Vp Management CORP.Broker
May 2023 - Present · 3 yrs 5 mos
State Registrations4 states
IAILMNWI
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.
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