Robert Jones
Robert Jones is a registered investment advisor at Primerica Advisors, based in Kansas City, MO, with 33 years of industry experience. Robert 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
5800 East Bannister Rd, Suite 240B, Kansas City, MO, 64134
Get directionsHistory
Regulatory History (12)
Judgment / Lien
August 2021Judgment / Lien
August 2019Judgment / Lien
April 2019Judgment / Lien
December 2018Judgment / Lien
June 2018Judgment / Lien
July 2016Judgment / Lien
April 2016Judgment / Lien
December 2015Judgment / Lien
August 2012Judgment / Lien
April 2012Judgment / Lien
July 2011Judgment / Lien
April 2009Other Business Activities
Robert sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Robert is also a Minister and Board Member at Mt Pleasant Baptist Church since 1998.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations5 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.