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
Lafayette, LA 70506-4204
Credentials
ChFC®
Industry experience
27 years
Terry Wofford is a ChFC® credentialed advisor with 27 years of industry experience, currently serving at State Farm Investment Management. He has held multiple roles within State Farm entities since 1998 and also owns and operates Terry Wofford Insurance Agency. State Farm Investment Management Corp. provides discretionary investment management through model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm offers a retail wrap-fee program, managing individual and retirement accounts with a combination of low-cost ETFs and actively managed mutual funds, supported by a large network of investment adviser representatives.
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
2200 W Congress St
Lafayette, LA 70506-4204
Louisiana
State Farm VP Management Corp.
2023 - 2024 (1 year)
State Farm Investment Management Corp
2023 - 2024 (1 year)
Terry Wofford Insurance Agency
2023 - 2024 (1 year)
State Farm Investment Management Corp
2021 - Present (5 years)
State Farm VP Management Corp.
1998 - Present (28 years)
Terry Wofford Insurance Agency
1995 - Present (31 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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