Assets Under Management
$9.0B
Number of Clients
68,678
Number of Advisors
420
Average Client AUM
$132K
AUM per Advisor
$21.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
PlanMember Securities Corporation (PSEC) provides investment advisory services through various programs like PlanMember Elite, Advisor, and Strategist, primarily for individual retirement plans. Services are tailored to individual client needs, including asset allocation and periodic rebalancing. PSEC also offers brokerage services.
6187 Carpinteria Avenue, Carpinteria, CA, 93013