Angelito Eusebio
Angelito Eusebio is a registered investment advisor at Primerica Advisors, based in Riverside, CA, with 30 years of industry experience. Angelito 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
1855 Chicago Ave, Suite C-1, Riverside, CA, 92507
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2021Other Business Activities
Angelito sells investment-related products for companies affiliated with PFS Investments Inc. He is also a partner/tax preparer with his daughter at Ace Tax Services since 2015, and owner of Ace Financial Solutions, Inc. since 2017, dedicating full-time hours to the latter.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations20 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.