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Abigail Lininger

17 Years of Experience
Byron Center, MI
Broker

Abigail Lininger is a registered investment advisor at Primerica Advisors, based in Byron Center, MI, with 17 years of industry experience. Abigail 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
Fee-Only (% of Portfolio)
Firm Size
3974 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
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Location

2034 84th St Sw, Ste B, Byron Center, MI, 49315

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Abigail sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Employment History
Current Registrations
Primerica Advisors
June 2014 - Present · 12 yrs 4 mos
PFS Investments INC.
March 2009 - Present · 17 yrs 7 mos
PFS Investments INC.Broker
March 2009 - Present · 17 yrs 7 mos
State Registrations2 states
MIWI
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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