Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Eddington, ME
Credentials
ChFC®, Series 63
Industry experience
12 years
Delia Bouchard is a ChFC® credentialed financial advisor with 11 years of industry experience, currently with State Farm Investment Management. She has held various roles within State Farm entities since 2014 and previously operated her own insurance agency. Bouchard serves as a director for the American Red Cross Northern & Eastern Maine Chapter. 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, 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
Eddington, ME
Maine
State Farm Investment Management Corp
2022 - Present (4 years)
State Farm Insurance
2020 - Present (6 years)
State Farm VP Management Corp
2020 - Present (6 years)
state Farm VP Management Corp
2014 - 2019 (5 years)
Delia Bouchard Insurance Agency
2014 - 2019 (5 years)
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Is active or affiliated with:
Insurance agent
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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
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Lawyer
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Real estate agent
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Other specialized services
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