Rachael Schaffer
Rachael Schaffer is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 25 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 Ave, Carpinteria, CA, 93013
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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 →Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Onb Investment Services,inc.
Onb Investment Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations2 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.