Marvin Boxdorfer
Marvin Boxdorfer is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 37 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, 93010
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2007Other Business ActivitiesSells Insurance
Marvin works as a financial advisor for Heartland Wealth Group, dedicating about half of his time. He is also an insurance broker and a partner in both a property ownership venture and a horse stable.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Spc
Parkland Securities, LLCBroker
Nylife Securities LLCBroker
Sagepoint Financial, INC.Broker
Oneamerica Securities, INC.Broker
MML Investors Services, LLCBroker
Park Avenue Securities LLCBroker
Thrivent Investment Management INC.Broker
State Registrations1 state
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.