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Isramil Pichardo

Primerica Advisors
18 Years of Experience
Tampa, FL
2 DisclosuresBroker
View SEC Summary
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Isramil Pichardo is a registered investment advisor at Primerica Advisors, based in Tampa, FL, with 18 years of industry experience. Isramil 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

14497 N Dale Mabry Hwy, Ste 240-J-1, Tampa, FL, 33618

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History

Regulatory History (2)
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Financial
August 2026
Pending
Judgment / Lien
June 2026
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Isramil 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. Isramil also owns The Purpose Group, LLC, a legal entity formed for Primerica business purposes, dedicating full-time hours to it.

Employment History
Current Registrations
Primerica Advisors
December 2014 - Present · 11 yrs 10 mos
PFS Investments INC.
March 2011 - Present · 15 yrs 7 mos
PFS Investments INC.Broker
March 2011 - Present · 15 yrs 7 mos
Previous Registrations
PFS Investments INC.Broker
February 2009 - December 2010 · 1 yr 10 mos
PFS Investments INC.Broker
November 2006 - December 2007 · 1 yr 1 mo
State Registrations16 states
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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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