Todd Basler is a registered investment advisor at Primerica Advisors, based in Tampa, FL, with 32 years of industry experience. Todd 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
14497 N Dale Mabry Hwy, Suite 240-Tb, Tampa, FL, 33618
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business Activities
Todd sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Todd spends a full-time equivalent on The Basler Group LLC, and minimal time on Basler Enterprises LLC and Basler Financial LLC.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations12 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
- Robert CannPrimerica Advisors
- Isramil PichardoPrimerica Advisors
- Raymond ShadePrimerica Advisors
- Robert ReckerPrimerica Advisors
- Randall RuckmanPrimerica Advisors
- Gerald ReidPrimerica Advisors