Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Mentor, OH 44060
Credentials
Series 65
Industry experience
26 years
Deborah George is a financial advisor with State Farm Investment Management and holds a Series 65 designation. She has 26 years of industry experience, including managing her own insurance agency since 2001. George has been affiliated with State Farm's related entities throughout her career. State Farm Investment Management Corp. 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 actively managed mutual funds with automated rebalancing and tax-loss harvesting.
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
7340 Center St
Mentor, OH 44060
Ohio
State Farm Investment Management Corp
2023 - Present (3 years)
Deborah George Insurance Agency
2001 - Present (25 years)
state farm VP management corp
2000 - Present (26 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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