Danielle Obrien
Danielle Obrien is a registered investment advisor at Primerica Advisors, based in Loganville, GA, with 21 years of industry experience. Danielle 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
Loganville, GA
Get directionsHistory
Regulatory History (5)
Financial
January 2022Financial
October 2021Financial
August 2021Financial
February 2021Financial
January 2021Other Business Activities
Danielle was involved in the management/operations of investment-related products with Insignia Investment Services until 2017. Danielle also worked at The Children's Place and Home Depot in the past.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.
Previous Registrations
LPL Financial LLCBroker
Morgan StanleyBroker
Girard Securities, INC.Broker
VALIC Financial Advisors, INC.Broker
Tower Square Securities, INC.Broker
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.