Luke Hanson
Luke Hanson is a registered investment advisor at State Farm Investment Management CORP., based in Carthage, MO, with 1 years of industry experience. Luke 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
Carthage, MO
Get directionsHistory
Regulatory History (1)
Criminal
December 2014Other Business ActivitiesSells Insurance
Luke is an agent team member at Allen Davis' Insurance Agency, working with State Farm and its affiliates, dedicating about half of his time to servicing customers. He is also a silent partner in Jubel, LLC, a licensed medical marijuana farm, and Hanson Event Co., a faux flower florist for weddings and special occasions, with minimal time commitment to each.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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.