Jason Springer is a registered investment advisor at State Farm Investment Management CORP., based in Richfield, OH, with 2 years of industry experience. Jason 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.
| 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.
4300 W Streetsboro Rd, Richfield, OH, 44286
Get directionsJason owns Jay Springer's Insurance Agency, where he services customers and supervises employees, dedicating about half his time. He also works as an independent contractor for AlphaSense Expert Insights, consulting on aquaculture products, which takes minimal time.
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.