Jose Vasquez
Jose Vasquez is a registered investment advisor at Primerica Advisors, based in Lafayette Hill, PA, with 17 years of industry experience. Jose 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
555 Andorra Glen Court, Suite #3, Lafayette Hill, PA, 19444
Get directionsHistory
Regulatory History (1)
Financial
October 2017Other Business Activities
Jose sells investment-related products for companies affiliated with PFS Investments Inc. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and works as a self-employed caregiver, dedicating about half of his time to this role.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Pruco Securities CorporationBroker
State Registrations4 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.