Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Sugar Land, TX 77478
Credentials
ChFC®, Series 63
Industry experience
27 years
Tracy Walker is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with State Farm Investment Management. She has held roles at various State Farm entities since 1999 and also owns Tracy Walker Insurance Agency. Outside of financial advising, she is involved in motivational speaking, writing books on personal development, and serves as a board member of Sugar Land Toastmasters. 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 using 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
15510 Lexington Blvd Ste P
Sugar Land, TX 77478
Louisiana · Texas
State Farm Investment Management Corp
2018 - Present (8 years)
State Farm Investment Management
2013 - 2017 (4 years)
Tracy Walker Insurance Agency
2000 - Present (26 years)
State Farm VP Management Corp.
1999 - Present (27 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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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Folse Financial
My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!
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