Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Austin, TX 78745
Credentials
Series 63, Series 65
Industry experience
11 years
Brandy Whiteside is a financial advisor with State Farm Investment Management in Austin, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been the owner and agent of Brandy Whiteside Insurance Agency since 2014 and serves as secretary on the Stonegate Commons HOA Board. Whiteside is also actively involved in community organizations, including serving as president of BNI – Stars of Texas Exchange Partners and chairman of the Shady Hollow Cub Scout Pack 82 committee. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and manages accounts on a discretionary basis with automated rebalancing and periodic tax-loss harvesting. The firm serves individual and retirement accounts via a retail wrap-fee program and is affiliated with an insurance company and broker-dealer.
Based on State Farm Investment Management
$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%
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
2501 W. William Cannon Dr, #205
Austin, TX 78745
Texas
State Farm Investment Management Corp
2025 - Present (1 year)
Brandy Whiteside Insurance Agency
2014 - Present (12 years)
state Farm VP Management Corp
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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