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Andrew Tiller

Advisor at State Farm Investment Management

Updated today

Firm

State Farm Investment Management

Location

Timonium, MD 21093

Credentials

Series 63, Series 65

Industry experience

25 years

About

Andrew Tiller is a financial advisor with State Farm Investment Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has operated Andrew Tiller Insurance Agency since 2001 and has been with State Farm VP Management Corp. since 2000. State Farm Investment Management provides discretionary investment management through centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm offers a retail wrap-fee program for individual and retirement accounts, utilizing a mix of low-cost ETFs and select actively managed mutual funds with automated rebalancing and periodic tax-loss harvesting.

Client services

Based on State Farm Investment Management

Portfolio management

Expertise

Based on State Farm Investment Management

Tax-loss harvesting Passive / index investing Active portfolio management

Fee options

Percentage

$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%

Other

Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee

Location

2066 York Road, Suite 206

Timonium, MD 21093

Most active in

Maryland · Pennsylvania

Work history

Andrew Tiller Insurance Agency

2001 - Present (25 years)

State Farm VP management Corp.

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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