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Kyle Hamer

Advisor at State Farm Investment Management

Updated today

Firm

State Farm Investment Management

Location

Hamburg, NJ 07419

Credentials

ChFC®, Series 63

Industry experience

19 years

About

Kyle Hamer is a financial advisor with State Farm Investment Management, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. He has been associated with State Farm Investment Management Corp. since 2018 and operates Kyle Hamer Insurance Agency, an insurance business he owns and manages. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm offers a retail wrap-fee program through its affiliated broker-dealer, using a mix of low-cost ETFs and actively managed mutual funds with automated rebalancing and tax-loss harvesting.

Client services

Based on State Farm Investment Management

Portfolio management

Expertise

Based on State Farm Investment Management

Tax-loss harvesting Passive / index investing Active portfolio management

Fee options

Percentage

$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%

Other

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

Location

3672 Route 94

Hamburg, NJ 07419

Most active in

New Jersey

Work history

State Farm Investment Management Corp

2024 - Present (2 years)

State Farm Investment Management Corp

2018 - 2019 (1 year)

Kyle Hamer Insurance Agency

2007 - Present (19 years)

State Farm VP management corp

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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