State Farm Investment Management Corp. manages investment portfolios for individuals through a wrap fee advisory program. The firm offers several model portfolio options composed of exchange-traded funds and mutual funds, spanning global equity and fixed income markets, including tax-aware and income-focused strategies. Clients work with investment adviser representatives to select a portfolio that aligns with their goals, risk tolerance, and time horizon. The firm has discretionary authority to manage accounts, execute trades, and automatically rebalance portfolios when necessary. State Farm Investment Management Corp. operates as a subsidiary of State Farm Life Insurance Company, and accounts are held through affiliated and third-party custodians.
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.
