Primerica Advisors

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Total assets under management

$11,156,017,804

Total clients

54,222

2% high-net worth

Total advisors

3,732

of 3,762 employees

Firm size

Institution

2,000+ advisors or $250B+ in AUM

Average clients per advisor

Average account size

$205,747

Client services

Portfolio management

Fee options

Percentage

$0 - $250,000: 2.24% annual wrap fee (total); 1.25% advisory fee; 0.49% program fee $250,000.01 - $500,000: 2.21% annual wrap fee (total); 1.25% advisory fee; 0.46% program fee $500,000.01 - $1,000,000: 2.02% annual wrap fee (total); 1.10% advisory fee; 0.42% program fee $1,000,000.01 - $3,000,000: 1.88% annual wrap fee (total); 1.00% advisory fee; 0.38% program fee $3,000,000.01 - $5,000,000: 1.70% annual wrap fee (total); 0.85% advisory fee; 0.35% program fee $5,000,000.01 - $10,000,000: 1.55% annual wrap fee (total); 0.80% advisory fee; 0.25% program fee $10,000,000.01 - $15,000,000: 1.45% annual wrap fee (total); 0.75% advisory fee; 0.20% program fee $15,000,000.01 - $25,000,000: 1.20% annual wrap fee (total); 0.55% advisory fee; 0.15% program fee $25,000,000.01+: 1.10% annual wrap fee (total); 0.50% advisory fee; 0.10% program fee

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Primerica Advisors

1 Primerica Parkway

Duluth GA 30099-0001, United States

Number of offices

1,755

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 833-786-0550

Advisors at this firm

Kayla W

Series 63, Series 65

Madison, WI

Primerica Advisors

Jesse D

Series 63, Series 65

Columbia, SC

Primerica Advisors

Jacqueline D

Series 63, Series 65

Boca Raton, FL

Primerica Advisors

Jason B

Series 63, Series 65

Colorado Springs, CO

Primerica Advisors

James W

Series 63, Series 65

Series 63, Series 65

San Diego, CA

Primerica Advisors

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