Sabina Mcwhinney
Sabina Mcwhinney is a registered investment advisor at Primerica Advisors, based in Longmont, CO, with 13 years of industry experience. Sabina 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
202 Main St, Ste 3, Longmont, CO, 80501
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2022Other Business Activities
Sabina sells investment-related products for companies affiliated with PFS Investments Inc. She also co-owns Kiowa Properties, LLC with her husband, has rental properties, and owns Source Corporation Sabina McWhinney, spending minimal time on the latter.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.
State Registrations33 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
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