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Planmember Securities Corporation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
View SEC Summary
View SEC Summary

PlanMember Securities Corporation (PSEC) provides investment advisory services through two main programs: PlanMember Elite and Scarborough Investment Advisory Accounts. These programs primarily serve individual retirement plans for union members and their families. PSEC constructs asset allocation portfolios using mutual funds, adjusting them based on market fluctuations and economic conditions. Scarborough allocates client assets among various mutual funds based on the client's investment objectives. PSEC also offers brokerage services.

Assets Under Management$9B
Clients68,678
Advisors433
Avg. per Client$130K
Avg. per Advisor$21M
www.planmember.com 

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure
Location

433 Advisors at this firm

AB
Aaron Bessonette
AP
Aaron Perez
AC
Aaron Cruz
AG
Abraham Galvez
AG
CFP
Adam Goldman
AJ
Adam Janowski
AW
Adrian Weekes
AS
CFP
Alan Scott
AC
Alan Chinen
AM
Albert Munoz
AB
Alexander Burum
AE
Alexander Eisenberg
AD
CFP · ChFC
Alexander Dudley
AH
Alexander Hugues
AL
Alexander Lau
AM
Aliceson Milanowski
AC
CFP
Allyn Close
AS
Alyssa Saad
AN
Amanda Nolan
AI
Andreas Ispas
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