Amy Owen is a registered investment advisor at Primerica Advisors, based in Lombard, IL, with 11 years of industry experience. Amy 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
55 West 22nd St, Ste 320, Lombard, IL, 60148
Get directionsHistory
Regulatory History (14)
Financial
March 2024Financial
September 2023Financial
June 2022Financial
March 2022Financial
March 2022Financial
February 2022Financial
November 2021Financial
September 2021Financial
June 2021Financial
April 2021Financial
February 2021Financial
January 2021Financial
January 2021Financial
February 2020Other Business Activities
Amy sells investment-related products for companies affiliated with PFS Investments Inc. She also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. and works as a Market Partner for Monat, dedicating about 10-20% of her time.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
PFS Investments INC.Broker
State Registrations3 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.