Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Louisville, KY 40245
Credentials
ChFC®, Series 63
Industry experience
27 years
Gregory Vincent is a financial advisor with State Farm Investment Management, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. He has been affiliated with State Farm VP Management Corp. and his own insurance agency since 2003. Vincent manages his insurance agency in addition to his advisory role. State Farm Investment Management Corp. provides discretionary investment management using centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm offers a retail wrap-fee program through its affiliated broker-dealer, employing 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
167 S. English Station Rd
Louisville, KY 40245
Indiana · Kentucky
State Farm Investment Management Corp
2023 - Present (3 years)
State Farm VP Management Corp.
2003 - Present (23 years)
Gregory Vincent Insurance Agency
2003 - Present (23 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
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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