Michael Stephenson
Michael Stephenson is a registered investment advisor at Planmember Securities Corporation, based in Fort Myers, FL, with 29 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
4575 Via Royale, Suite 205, Fort Myers, FL, 33919
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Michael is an insurance agent with Educators Retirement Specialist since 2002, dedicating about 10-20% of his time. He also sells photographs, works with Bencor Retirement Consultants selling life insurance and fixed annuities, offers fixed index annuities through FRS Partners, and is affiliated with U S Employee Benefits Service Group, LLC.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Kovack Securities INC.Broker
Summit Brokerage Services, INC.Broker
Wma Securities, INC.Broker
State Registrations6 states
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.