Blanca Moreno-Gonzalez
Blanca Moreno-Gonzalez is a registered investment advisor at Primerica Advisors, based in New York, NY, with 31 years of industry experience. Blanca 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
20 E 125th Street, 2nd Floor-E, New York, NY, 10035
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Blanca sells investment-related products for companies affiliated with PFS Investments Inc. She also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. and is a part owner of Power in Words Embroidery, dedicating a few hours per week to it.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.
Previous Registrations
PFS Investments INC.Broker
State Registrations13 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
More Advisors
- Thomas PascuitePrimerica Advisors
- Isaac CapersPrimerica Advisors
- Austin HarrisPrimerica Advisors
- Edwin SanchezPrimerica Advisors
- Joseph SemperPrimerica Advisors
- Leon DenmarkPrimerica Advisors