Fernando Nolasco
Fernando Nolasco is a registered investment advisor at Primerica Advisors, based in La Mirada, CA, with 2 years of industry experience. Fernando 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
16870 Valley View Ave, Ste A, La Mirada, CA, 90638
Get directionsHistory
Regulatory History (3)
Regulatory
May 2020Regulatory
February 2016Regulatory
May 2014Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations2 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
More Advisors
- Tasia Sevilla, CFPPrimerica Advisors
- Kathy Andazola, CFPCetera Investment Advisers LLC
- Karl Kim, CFPIntegrity Alliance, LLC