Michael Borgailo
Michael Borgailo is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 30 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
Oviedo, FL
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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
Michael is the President of Michael Borgailo & Associates, dba Retirement Planning Associates, where he sells financial products and insurance, dedicating about three-quarters of his time. He also owns stock in US Retirement Partners and is involved in other businesses including Bencor, 1st Man Down, LLC, JMD Partners, LLC, and U S Employees Benefits Service Group, LLC.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Garco Equity Sales, INC.Broker
State Registrations13 states
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