Miguel Serrano
Miguel Serrano is a registered investment advisor at Primerica Advisors, based in San Juan, PR, with 16 years of industry experience. Miguel 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
Venus Gardens Plaza, 19 Acuario Street Suite 7B, San Juan, PR, 00926
Get directionsHistory
Regulatory History (1)
Criminal
May 2007Other Business Activities
Miguel sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
Previous Registrations
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations10 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.
Exams
More Advisors
- Luis Morales, CFP, ChFCMML Investors Services, LLC
- Andres Morgado, CFP, PFSKovack Advisors, INC.
- Lourdes Corujo-Ramsey, ChFCOsaic Wealth, INC.
- Edward Dempsey, CFPPension Partners, LLC
- Nelson Rodriguez, ChFCAton Financial LLC
- Herminio Biamon, CFAUBS Financial Services INC.