Rose Verdin is a registered investment advisor at Primerica Advisors, based in Metairie, LA, with 9 years of industry experience. Rose 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
3200 Ridgelake Dr, Ste 205-C, Metairie, LA, 70002
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2018Judgment / Lien
June 2018Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations1 state
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
More Advisors
- Tevis VandergriffPrimerica Advisors
- Sedrick ThomasPrimerica Advisors
- Anita BrownPrimerica Advisors
- Troy FieldsPrimerica Advisors
- Alex Brignac, CFPEdward Jones
- Derrick Williams, CFPCreative Planning