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Brian Slabaugh

Advisor at Primerica Advisors

Updated today

Location

Syracuse, IN 46567

Credentials

Series 63, Series 65

Industry experience

33 years

About

Brian Slabaugh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been affiliated with Guardian Life Insurance Co of America since 2006. Outside of his advisory role, he serves on a church finance committee and acts as a trustee for a family member’s trust. Primerica Advisors operates as part of Park Avenue Securities LLC, providing brokerage and advisory services to individual and high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of investment strategies through proprietary and third-party platforms, including discretionary and non-discretionary account management options.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Business exit / sale strategy Tax-loss harvesting

Occupation focus

Based on Primerica Advisors

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)

Commissions

Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.

Project-based

Hourly financial planning or consulting fees generally range from $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.

Other

Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.

Location

1416 S. Huntington Street, Suite A

Syracuse, IN 46567

Most active in

Indiana

Work history

Guardian Life Insurance Co Of America

2006 - Present (20 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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Annuities Passive / index investing
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CFP®

Winona Lake, IN

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Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Milford, IN

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Winona Lake, IN

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Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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CFP®, Series 66

Winona Lake, IN

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Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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