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
Chandler, AZ 85226
Credentials
Series 63, Series 65
Industry experience
3 years
Joseph Lau is a financial advisor with State Farm Investment Management in Chandler, AZ. He holds Series 63 and Series 65 licenses and has three years of industry experience. He also owns and operates Joseph Lau Insurance Agency. 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 for individual and retirement accounts, managing portfolios with a mix of low-cost ETFs and actively managed mutual funds, supported by 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
4080 W Ray Rd, Suite 20
Chandler, AZ 85226
Arizona · California · Nevada
Joseph Lau Insurance Agency
2024 - Present (2 years)
State Farm Investment Management Corp
2023 - Present (3 years)
State Farm VP Management Corp
2023 - Present (3 years)
State Farm Insurance
2023 - 2024 (1 year)
State Farm Investment Management Corp
2023 - 2023 (1 year)
State Farm VP Management Corp.
2022 - 2023 (1 year)
Patrick Lau Insurance Agency
2022 - 2023 (1 year)
Nicole Vuong Insurance Agency
2021 - 2023 (2 years)
Wally Shao Insurance Agency
2019 - 2021 (2 years)
Coffee Bean and Tea leaf
2017 - 2018 (1 year)
University of California, Riverside
2016 - 2019 (3 years)
Ups
2016 - 2016 (1 year)
Valencia HighSchool
2012 - 2016 (4 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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