Ankur Chawla
Ankur Chawla is a registered investment advisor at Primerica Advisors, based in Richmond Hill, NY, with 26 years of industry experience. Ankur 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
87-15 115th Street, 2nd Flr, Richmond Hill, NY, 11418
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2025Judgment / Lien
April 2022Other Business Activities
Ankur 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 is the President of Ankur Chawla LLC and Jax Development LLC, the Secretary/Owner of Trishna, Inc., and a real estate agent at Coldwell Banker.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations14 states
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