Rickey Black is a registered investment advisor at Primerica Advisors, based in Oakland, NJ, with 25 years of industry experience. Rickey 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
169 Ramapo Valley Road, Suite Ll106, Oakland, NJ, 07436
Get directionsHistory
Regulatory History (3)
Judgment / Lien
September 2019Judgment / Lien
July 2009Judgment / Lien
April 2009Other Business Activities
Rickey sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC for loan product sales and/or Primerica Client Services, Inc. for referrals of home security, automation products, and other home-related services.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
Previous Registrations
Southridge Investment Group LLCBroker
Blaylock & Company, INC.Broker
Prudential Securities IncorporatedBroker
Loewenbaum & Company IncorporatedBroker
Brenner Securities CorporationBroker
Lehman Brothers INC.Broker
State Registrations10 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.