Binod Chapagain
Binod Chapagain is a registered investment advisor at Primerica Advisors, based in East Elmhurst, NY, with 11 years of industry experience. Binod 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
East Elmhurst, NY
Get directionsHistory
Regulatory History (18)
Financial
April 2022Financial
January 2022Financial
August 2021Financial
June 2021Financial
March 2021Financial
December 2020Financial
March 2020Financial
March 2020Financial
January 2020Financial
January 2020Financial
December 2019Financial
September 2019Financial
August 2019Financial
April 2019Financial
March 2019Financial
March 2019Financial
January 2019Financial
November 2018Other Business Activities
Binod sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations14 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.