Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Hickory Creek, TX 75065
Credentials
Series 63, Series 65
Industry experience
4 years
Matthew Sand is an advisor with State Farm Investment Management Corp. He holds Series 63 and Series 65 licenses and has four years of industry experience. His background includes work with State Farm VP Management Corp. and ownership of the Matthew Sand 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 manages retail wrap-fee programs that include individual and retirement accounts, employing a mix of low-cost ETFs and select 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
3960 Fm 2181, Ste 110
Hickory Creek, TX 75065
Arkansas · Louisiana · Oklahoma · Texas
State farm Investment management Corp
2023 - Present (3 years)
State farm VP management Corp
2021 - Present (5 years)
Matthew Sand Insurance Agency
2020 - Present (6 years)
State farm Insurance
2020 - 2020 (1 year)
Erik Guillory Insurance Agency
2017 - 2020 (3 years)
Champion Auto Glass LLC
2017 - 2020 (3 years)
Media Ministries Inc
2017 - 2018 (1 year)
Global Laboratories
2017 - 2017 (1 year)
full-time Education
2016 - 2017 (1 year)
Champion Auto Glass LLC
2013 - 2017 (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
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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
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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.
Verified by Warmer
Series 63, Series 66
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Series 63, Series 65, Series 66
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Series 63, Series 65
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Series 65
Frisco, TX
Deerwood Capital, LLC
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