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Shannon Hettenbach

Advisor at Primerica Advisors

Updated today

Location

Augusta, KS 67010

Credentials

Series 63, Series 65

Industry experience

25 years

About

Shannon Hettenbach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1999. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies and holds a farm lease related to investment activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

2101 Dearborn, Ste 102

Augusta, KS 67010

Most active in

Kansas

Work history

Pfs Investments Inc

1999 - Present (27 years)

Primerica Financial services

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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