Sima Zahid is a registered investment advisor at Primerica Advisors, based in Chantilly, VA, with 22 years of industry experience. Sima 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
14120 Newbrook Dr, Ste 258, Chantilly, VA, 20151
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2018Other Business Activities
Sima is involved in sales of investment-related products through PFS Investments Inc. and receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. She also works as an anchor woman for Arian Afghanistan TV station and is involved with rental property, a community association, a non-profit organization, and Fairfax County Public School.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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
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