Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Marietta, GA 30064
Credentials
Series 63, Series 65
Industry experience
13 years
Shannon Perren is a financial advisor with State Farm Investment Management who holds Series 63 and Series 65 licenses and has 13 years of industry experience. She has been involved with the Shannon Upton Insurance Agency since 2013 and serves on the board of the Mount Paran Arts Council as Treasurer. State Farm Investment Management 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 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
2190 Dallas Highway
Marietta, GA 30064
Georgia
Shannon Upton Insurance Agency
2024 - Present (2 years)
State Farm VP management corp
2024 - Present (2 years)
Shannon Upton Insurance Agency
2024 - Present (2 years)
State Farm VP management corp
2024 - Present (2 years)
State Farm Investment Management Corp
2024 - Present (2 years)
State Farm Investment Management Corp
2024 - Present (2 years)
State Farm Vp Management Corp.
2023 - Present (3 years)
State Farm Investment Management Corp
2023 - Present (3 years)
Shannon Upton Insurance Agency
2013 - Present (13 years)
State Farm Vp Management Corp.
2013 - 2018 (5 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.
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