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Learn more about Primerica Advisors
Primerica Advisors is an advisory company headquartered in Duluth, Georgia. Primerica Advisors oversees $7.1 billion in total assets across 56,552 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). The firm has a very large group, including 3,420 financial advisors. Primerica Advisors does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like equities, bonds and options.
Primerica Advisors administers all of the company's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without requiring client approval. The advisory firm's typical account size is $125,337. The average financial advisor at Primerica Advisors oversees around 17 client accounts, placing it among the more individualized financial advisor firms in the country.
The company's headquarters is at 1 Primerica Parkway, Duluth, Georgia 30099-0001. It is legally permitted to serve investors across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Primerica Advisors by the Numbers
Financial advisory fees typically depend on which service is provided. Fees charged by Primerica Advisors typically consist of the following fee type: asset-based. Primerica Advisors participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
Primerica Advisors works with retail investors, high net worth investors, charitable organizations and corporations. Out of its 56,552 customers, Primerica Advisors's biggest client type by number of accounts is retail investors, though it also caters to 530 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 1.19%
- Other Individuals - 98.27%
- Corporations - 0.46%
- Charitable Organizations - 0.08%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Primerica Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Primerica Advisors
Clifton Park, NY
Sugar Grove, PA
West Chester, OH
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