Marcia Young is a registered investment advisor at Primerica Advisors, based in Lincoln, NE, with 43 years of industry experience. Marcia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
3701 O St, Ste 104, Lincoln, NE, 68510
Get directionsHistory
Regulatory History (3)
Regulatory
December 1992Criminal
February 1975Criminal
June 1972Other Business Activities
Marcia sells investment-related products for companies affiliated with PFS Investments Inc. She also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Marcia is the owner of Marcia Young & Associates, LLC and the President of Center Sphere, a networking group.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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