CR
CR
Charles Riharb
37 Years of Experience
Carpinteria, CA
1 DisclosureBroker
Charles Riharb 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B
Fee Structure
Minimum Investment:$2K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
6187 Carpinteria Ave, Carpinteria, CA, 93013
Get directionsHistory
Regulatory History (1)
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Criminal
September 1983Final Disposition
Employment History
Current Registrations
Planmember Securities Corporation
July 2002 - Present · 24 yrs
Planmember Securities CorporationBroker
June 1991 - Present · 35 yrs 1 mo
Previous Registrations
Associated Planners Securities CorporationBroker
January 1988 - March 1990 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
October 1987 - January 1988 · 3 mos
State Registrations49 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.