Darrell Shelton
Darrell Shelton is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Miami, FL, with 1 years of industry experience. Darrell 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
3250 NE 1st Ave, Miami, FL, 33137-4191
Get directionsHistory
Regulatory History (1)
Criminal
April 2006Other Business ActivitiesSells Insurance
Darrell owns Darrell Shelton's Insurance Agency, an insurance agency affiliated with State Farm. He works as an agent, servicing customers and supervising employees, dedicating about half his time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp 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.
Exams
More Advisors
- Luis Peters, ChFCState Farm Investment Management CORP.
- Gustavo CisnerosState Farm Investment Management CORP.
- Vivian CobosState Farm Investment Management CORP.
- Richard Cossio, ChFCState Farm Investment Management CORP.
- Daniel BarriosState Farm Investment Management CORP.
- Brian Heimowitz, CFAConcurrent Investment Advisors, LLC