Heather Trudeau
Heather Trudeau is a registered investment advisor at State Farm Investment Management CORP., based in Newport, VT, with 2 years of industry experience. Heather 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
95 E Main St, Newport, VT, 05855
Get directionsHistory
Regulatory History (1)
Financial
March 2017Other Business ActivitiesSells Insurance
Heather owns Heather Traudeau's Insurance Agency, selling State Farm insurance products, and spends about half her time servicing customers and supervising employees. She also owns Happy Hooves and Hens Homestead LLC, a hobby farm, dedicating about 10-20% of her time to its day-to-day activities.
Employment History
Current Registrations
State Farm Investment 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.