Donald Bennett
Donald Bennett is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
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
Location
6187 Carpinteria Avenue, Carpinteria, CA, 93013
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is involved in several business activities, including Platinum Insurance Marketing (agent), Platinum Insurance Services, Inc (CEO, marketing to agents, 50% owner, taking about half of Donald's time), Healthmed Solutions, Inc (President, 50% owner, about 10-20% of his time), and several "MBA" funds (CFO) purchasing CDs and fixed annuities. Some of these activities are insurance-related.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Wma Securities, INC.Broker
Arm Securities CorporationBroker
State Registrations1 state
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