Jonelle Mceachern
Jonelle Mceachern is a registered investment advisor at Primerica Advisors, based in Union, NJ, with 16 years of industry experience. Jonelle 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
1767 Morris Ave, Ste I, Union, NJ, 07083
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2015Judgment / Lien
September 2013Other Business Activities
Jonelle sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive compensation from Primerica Mortgage, LLC for loan product sales and/or Primerica Client Services, Inc. for referrals of home security, automation products, and other home-related services.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
H&r Block Financial Advisors, INC.Broker
H&r Block Financial Advisors, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.