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
Snellville, GA 30078
Credentials
Series 63, Series 65
Industry experience
11 years
Joshua Minore is a financial advisor with State Farm Investment Management and holds Series 63 and Series 65 licenses, with 11 years of industry experience. He has worked with State Farm Investment Management Corp. and State Farm VP Management Corp. since 2015 and owns the Joshua Minore Insurance Agency. He also serves as secretary on the board of the Reflections of Braselton Homeowners Association. State Farm Investment Management Corp. provides discretionary investment management through model portfolios, serving individual and retirement accounts via its affiliated broker-dealer. The firm employs 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
2137 Britt Drive, Suite A
Snellville, GA 30078
Alabama · Georgia · North Carolina · South Carolina
State Farm Investment Management Corp
2023 - Present (3 years)
State Farm Investment Management Corp
2018 - 2019 (1 year)
State Farm VP management corp
2015 - Present (11 years)
Joshua Minore Insurance Agency
2015 - Present (11 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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