State Farm Investment Management CORP.
Assets Under Management
$11.3B
Number of Clients
35
Number of Advisors
5650
Average Client AUM
$322.7M
AUM per Advisor
$2.0M
Compensation
Fee-Only (AUM)
About This Firm
State Farm Investment Management Corp. (SFIMC) is a registered investment adviser offering a wrap fee program where assets are managed on a discretionary basis according to model portfolios. SFIMC selects ETFs and mutual funds for these portfolios, aiming for specific returns and risk levels. Clients work with an IAR to choose a suitable portfolio based on their investment objectives, risk tolerance, and time horizon.
Fee Structure
Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
Areas of Practice
Investment Management
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Location
One State Farm Plaza, B-2, Bloomington, IL, 61710-0001
5650 Advisors at this firm
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