Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Sheffield, AL 35660
Credentials
ChFC®, Series 63
Industry experience
17 years
Rebecca Hovater is a ChFC® credentialed financial advisor with 17 years of industry experience. She is currently with State Farm Investment Management Corp., where she has worked since 2021, and also serves at State Farm VP Management Corp. since 2009. Hovater is the owner and agent of Rebecca Hovater Insurance Agency and holds board positions with the Shoals Chamber of Commerce and the Shoals Business Incubator, as well as an officer role with the Sheffield Kiwanis Club. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts via a retail wrap-fee program, utilizing a combination 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
501 S. Montgomery Ave, Ste. C
Sheffield, AL 35660
Alabama · Georgia · Mississippi
State Farm Investment Management Corp
2021 - Present (5 years)
State Farm VP Management Corp.
2009 - Present (17 years)
Rebecca Hovater Insurance Agency
2009 - Present (17 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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