Amanda Meier is a registered investment advisor at Primerica Advisors, based in Lincoln, NE, with 12 years of industry experience. Amanda 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
237 S 70th St, Ste 207, Lincoln, NE, 68510
Get directionsHistory
Regulatory History (4)
Financial
September 2021Financial
September 2021Financial
March 2020Financial
September 2019Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.
State Registrations3 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
- Marcia YoungPrimerica Advisors
- Scott Becker, CFPHbe Wealth Management, LLC
- Mark Dolton, CFPD.A. Davidson & CO.
- Jarrett Suddarth, CFPPanoramic Financial
- Conner Boden, ChFCState Farm Investment Management CORP.
- Christopher Bedient, CFA, CFPHbe Wealth Management, LLC