AJ
AJ

Angela Johnson

3 Years of Experience
Duncanville, TX
2 DisclosuresBroker

Angela Johnson is a registered investment advisor at Primerica Advisors, based in Duncanville, TX, with 3 years of industry experience. Angela 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
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

407 N Cedar Ridge Dr, Ste 100, Duncanville, TX, 75116

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History

Regulatory History (2)
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Criminal
June 2017
Final Disposition
Criminal
October 1996
Final Disposition
Other Business Activities

Angela sells investment-related products for companies affiliated with PFS Investments Inc. She also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Angela owns Women Work Wealth LLC and is the founder of W3 and Philanthropy or W3P, dedicating about half her time and a few hours per week, respectively.

Employment History
Current Registrations
Primerica Advisors
November 2023 - Present · 2 yrs 11 mos
PFS Investments INC.Broker
May 2023 - Present · 3 yrs 5 mos
State Registrations2 states
ILTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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