Dylan Plane
Dylan Plane is a registered investment advisor at State Farm Investment Management CORP., based in Lafayette, CO, with 2 years of industry experience. Dylan 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
1319 W Baseline Rd, Ste 201B, Lafayette, CO, 80026
Get directionsHistory
Regulatory History (1)
Criminal
January 2014Other Business ActivitiesSells Insurance
Dylan is an agent team member at Jim Plane's Insurance Agency, working with State Farm Mutual Automobile Insurance Company and its affiliates. He spends about half his time servicing customers.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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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