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Wayne Louk

28 Years of Experience
Miami Lakes, FL
3 DisclosuresBroker

Wayne Louk is a registered investment advisor at Primerica Advisors, based in Miami Lakes, FL, with 28 years of industry experience. Wayne 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
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14411 Commerce Way, Suite 440A, Miami Lakes, FL, 33016

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History

Regulatory History (3)
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Judgment / Lien
November 2025
Judgment / Lien
April 2024
Criminal
December 1991
Final Disposition
Other Business Activities

Wayne 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. Wayne is also an officer of Fulu Rose Corp., a vending machine business.

Employment History
Current Registrations
Primerica Advisors
January 2012 - Present · 14 yrs 9 mos
PFS Investments INC.
March 1998 - Present · 28 yrs 7 mos
PFS Investments INC.Broker
March 1998 - Present · 28 yrs 7 mos
State Registrations5 states
FLGAMAMDNJ
AdvisorBrokerBoth

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
No exam information available for this advisor.
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