Michael Fornasier
Michael Fornasier is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 28 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
Get directionsHistory
Regulatory History (2)
Criminal
January 2016Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Michael is the President of Sound Asset Advisors, offering securities and insurance sales and services since 2012. This takes about a quarter of Michael's time, primarily during trading hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Essex National Securities, INC.Broker
Weatherly Securities CorporationBroker
TD Waterhouse Investor Services, INC.Broker
The Dreyfus Service CorporationBroker
Tasin & Company, INC.Broker
Prudential Securities IncorporatedBroker
Tasin & Company, INC.Broker
Marlowe & CompanyBroker
State Registrations13 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.