Glennis Rose
Glennis Rose is a registered investment advisor at Primerica Advisors, based in Lawrenceville, GA, with 33 years of industry experience. Glennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
2211 Old Norcross Rd, Ste C-3, Lawrenceville, GA, 30044
Get directionsHistory
Regulatory History (4)
Financial
January 2020Financial
June 2019Financial
April 2019Financial
April 2019Other Business Activities
Glennis sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan sales and home security/automation referrals.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
Nationwide Investment Services CorporationBroker
PFS Investments INC.Broker
LPL Financial LLCBroker
PFS Investments INC.Broker
PFS Investments INC.Broker
Mclaughlin, Piven, Vogel Securities, INC.Broker
Allmerica Investments, INC.Broker
Copeland Equities, INC.Broker
Norwest Investment Services, INC.Broker
L.P. Charles & CompanyBroker
Burnett, Grey & CO., INC.Broker
Kober Financial CORP.Broker
Monmouth Investments, INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations1 state
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.