Stephisha Ycoy-Walton
Stephisha Ycoy-Walton is a registered investment advisor at Primerica Advisors, based in Oakland, CA, with 12 years of industry experience. Stephisha 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
Oakland, CA
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2019Judgment / Lien
December 2018Judgment / Lien
June 2016Other Business Activities
Stephisha sells investment-related products for companies affiliated with PFS Investments Inc. She also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan products and home security referrals, and dedicates full-time hours to Bulletproof Group, LLC, minimal time to The Freedom School, and a few hours per week to Capital Group Community Wealth Council.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations13 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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