Heather Horan is a registered investment advisor at Primerica Advisors, based in Duluth, GA, with 5 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
1 Primerica Parkway, Duluth, GA, 30099
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Regulatory History (1)
Financial
October 2019Other Business Activities
Heather is involved in the management/operations of investment-related products. The filing does not provide further details about this activity.
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.