Robert Lonie is a registered investment advisor at Primerica Advisors, based in Goshen, IN, with 8 years of industry experience. Robert 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
107 W Washington St, Goshen, IN, 46526
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2012Judgment / Lien
November 2010Judgment / Lien
April 2002Other Business Activities
Robert sells investment-related products for companies affiliated with PFS Investments Inc. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Robert works as a mobile notary, spending about 10-20% of his time, and is a commissioner for the Housing Authority of Michigan City, dedicating minimal time.
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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