Dashonda Goins is a registered investment advisor at Primerica Advisors, based in Dublin, OH, with 8 years of industry experience. Dashonda 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
7215 Sawmill Rd, Unit F Ste 25, Dublin, OH, 43016
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2016Other Business Activities
Dashonda sells investment-related products for companies affiliated with PFS Investments Inc. She also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and works part-time as a driver for DoorDash and Amazon Flex, and as an ambassador for QSciences, and as a search quality rater for WeLocalize, dedicating about a quarter of her time to the latter.
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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