Belinda Stanger
Belinda Stanger is a registered investment advisor at Primerica Advisors, based in Layton, UT, with 23 years of industry experience. Belinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
1992 W Antelope Dr, Ste 150, Layton, UT, 84041
Get directionsHistory
Regulatory History (2)
Financial
January 2017Financial
November 2016Other Business Activities
Belinda sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals. Belinda also volunteers with Utah Wrestling, is a Director Consultant for BNI, and an Area Director for BNI UT North, dedicating a few hours per week to each.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations12 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.