Dorrie Esposito
Dorrie Esposito is a registered investment advisor at Primerica Advisors, based in High Springs, FL, with 11 years of industry experience. Dorrie 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
18731 NW Us Hwy 441, Ste 6, High Springs, FL, 32643
Get directionsHistory
Regulatory History (2)
Financial
October 2016Financial
September 2016Other Business Activities
Dorrie sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan products and home security/automation referrals. Dorrie is also the Owner of Mozi Financial Group since 2015 and a Group Leader at Friends in Business since 2019.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.
State Registrations6 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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