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Danny Ehmer

Primerica Advisors
16 Years of Experience
Fairlawn, OH
3 DisclosuresBroker
View SEC Summary
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Danny Ehmer is a registered investment advisor at Primerica Advisors, based in Fairlawn, OH, with 16 years of industry experience. Danny 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.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

55 S Miller Rd, Ste 202, Fairlawn, OH, 44333

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History

Regulatory History (3)
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Judgment / Lien
August 2019
Judgment / Lien
April 2011
Judgment / Lien
August 2008
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Danny sells investment-related products for companies affiliated with PFS Investments Inc., operating under the name Primevision Financial Group since 2018. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and is the President of International Referral Network, dedicating minimal time to it.

Employment History
Current Registrations
Primerica Advisors
May 2012 - Present · 14 yrs 5 mos
PFS Investments INC.
March 2012 - Present · 14 yrs 7 mos
PFS Investments INC.Broker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
PFS Investments INC.Broker
November 2004 - December 2006 · 2 yrs 1 mo
State Registrations1 state
OH
AdvisorBrokerBoth

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
No exam information available for this advisor.
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