Toni Fry is a registered investment advisor at Primerica Advisors, based in Beachwood, OH, with 10 years of industry experience. Toni 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
24800 Chagrin Blvd, Ste 102-A, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2024Judgment / Lien
July 2023Financial
June 2020Other Business Activities
Toni sells investment-related products for companies affiliated with PFS Investments Inc. Toni also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and works as a cashier at Metropolis Popcorn for about 10-20% of their time.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.
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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