The program fee represents the percentage investors pay for the services offered through the firm’s Lifetime Investment Platform. Primerica Advisors divides its platform management fees into three components: program fees, advisor fees and administration fees. Each model is typically comprised of some combination of mutual funds and exchange-traded funds (ETFs). The firm’s advisors offer a range of investment solutions, and Primerica often uses third parties to distribute investment and financial products.Īdvisors provide clients with investment models through a wrap fee investment program called the "Lifetime Investment Platform." Through this program, the firm selects an appropriate model portfolio for each client based on their risk tolerance, time horizon, investing preferences, tax situation and personal objectives. Primerica Advisors says on its website that it strives to help middle-income families learn personal finance, reduce consumer debt and prepare for the unexpected. Primerica Advisors offers the following services: In other words, Primerica doesn’t utilize a standard, firm-wide minimum account size. Primerica Advisors offers investment services to high-net-worth individuals, non-high-net-worth individuals, corporations and charitable organizations.Īlthough the firm generally requires $25,000 as an initial investment, certain program models require other minimum investment amounts. Primerica Advisors Client Types and Minimum Account Sizes
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |