Advisor at Primerica Advisors
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James Ellinwood is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses. He has over 23 years of experience, including a long tenure at Weatherford LTL and recent roles at Primerica Financial Services and Primerica Advisors. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of its investment models.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
500 N Capital Of Texas Hwy, Bldg 2 A
Austin, TX 78746
Texas
Primerica Advisors
2025 - Present (1 year)
UnEMPLOYED
2025 - Present (1 year)
Primerica Financial services
2024 - Present (2 years)
Weatherford LTL
2002 - 2025 (23 years)
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