Azury Puig is a registered investment advisor at Primerica Advisors, based in Miami, FL, with 14 years of industry experience. Azury 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
2500 NW 79th Ave, Suite 189, Miami, FL, 33122
Get directionsHistory
Regulatory History (1)
Financial
July 2021Other Business Activities
Azury sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Azury is a partner in Puig Corp, a legal entity formed for Primerica business purposes, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations15 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
- Allen SteinPrimerica Advisors
- Guillermo OlmedilloPrimerica Advisors
- Tiffany ThornePrimerica Advisors
- Javier AzcuePrimerica Advisors
- Tishawa HowardPrimerica Advisors
- Jennifer ShankoPrimerica Advisors