Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Greenville, SC 29615
Credentials
Series 63, Series 65
Industry experience
25 years
Geoffrey Darst is a financial advisor with State Farm Investment Management Corp. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His career includes roles with State Farm VP Management Corp. since 1999 and ownership of the Geoff Darst Insurance Agency since 2003. Outside of advising, he is a 50% owner of a local plumbing service business and administers a paid subscription internet forum. 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 and employs a mix 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
12 Pelham Rd
Greenville, SC 29615
South Carolina
State Farm Investment Management Corp
2023 - Present (3 years)
Geoff Darst Insurance Agency
2003 - Present (23 years)
State Farm VP management Corp.
1999 - Present (27 years)
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Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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