Danielle Afuwah
Danielle Afuwah is a registered investment advisor at Primerica Advisors, based in Hauppauge, NY, with 8 years of industry experience. Danielle 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
150 Motor Parkway, Suite 401, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
Financial
March 2018Other Business Activities
Danielle 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. and is the President of APF Legacy Consultants Inc., dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations8 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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