Dana Nelson is a registered investment advisor at Primerica Advisors, based in Ft Myers, FL, with 8 years of industry experience. Dana 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
8191 College Pkwy, Ste 305, Ft Myers, FL, 33919
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2023Financial
April 2017Other Business Activities
Dana sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan product sales and referrals.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
PFS Investments INC.Broker
Adp Broker-Dealer, INC.Broker
Scudder Distributors, INC.Broker
Scudder Investor Services, INC.Broker
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.
Exams
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