Gurpreet Kaur-Singh
Gurpreet Kaur-Singh is a registered investment advisor at Primerica Advisors, based in Lynbrook, NY, with 32 years of industry experience. Gurpreet 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
303 Merrick Rd, Suite 206, Lynbrook, NY, 11563
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2012Customer Dispute
May 2007Customer Dispute
August 2006Other Business Activities
Gurpreet 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. Gurpreet is also the President of Singh & Associates Inc., a legal entity formed for Primerica business purposes, dedicating a few hours per week.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations16 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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