Tarea Doty is a registered investment advisor at Primerica Advisors, based in Plano, TX, with 24 years of industry experience. Tarea 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
8400 Belleview Dr, Suite 230-F, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other Business Activities
Tarea sells investment-related products for companies affiliated with PFS Investments Inc. She also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Tarea owns TLC Executive Enterprises Inc., a legal entity formed for Primerica business purposes, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations10 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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