Stacy Tuma is a registered investment advisor at Primerica Advisors, based in Allen, TX, with 5 years of industry experience. Stacy 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
1022 S Greenville Ave, Ste 200, Allen, TX, 75002
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2019Other Business Activities
Stacy sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Stacy owns ClkCourse, dedicating minimal time per month.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations1 state
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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