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
Russellville, KY 42276
Credentials
ChFC®, Series 63, Series 65
Industry experience
19 years
Travis Simon is a financial advisor with State Farm Investment Management Corp. He holds the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. He is also the owner of Copper Wire Consulting, a personal and business coaching firm, and operates Travis Simon Insurance Agency. State Farm Investment Management Corp. provides discretionary investment management using centrally designed model portfolios and offers a retail wrap-fee program through its affiliated broker-dealer. The firm manages accounts on a discretionary basis with automated rebalancing and tax-loss harvesting, utilizing a mix of low-cost ETFs and select actively managed mutual funds.
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
603 E 4th St
Russellville, KY 42276
Kentucky · Virginia
Travis Simon Insurance Agency
2024 - Present (2 years)
State Farm Investment Management corp
2024 - Present (2 years)
State Farm VP Management Corp.
2024 - Present (2 years)
State Farm Investment Management corp
2023 - 2024 (1 year)
State Farm Insurance
2023 - 2024 (1 year)
State Farm VP Management Corp.
2023 - 2024 (1 year)
Amanda Simon Insurance Agency
2023 - 2023 (1 year)
State Farm VP Management Corp.
2023 - 2023 (1 year)
Copper Wire Consulting, LLC
2017 - Present (9 years)
State Farm insurance
2014 - 2016 (2 years)
State farm vp management corp
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
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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
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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