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Albert Munoz

Planmember Securities Corporation
28 Years of Experience
Redlands, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Albert Munoz is a registered investment advisor at Planmember Securities Corporation, based in Redlands, CA, with 28 years of industry experience. Albert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

Planmember Securities Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
447 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

301 9th Street, Suite 102, Redlands, CA, 92374

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Albert is an independent insurance agent since 1997. He also provides administration and consulting for school district retirement plans and owns rental property, dedicating minimal time to each. Albert is also an owner/officer of AJM Financial Inc. and a Director/Treasurer for The Grove School, spending minimal time on each.

Employment History
Current Registrations
Planmember Securities Corporation
January 2003 - Present · 23 yrs 9 mos
Planmember Securities CorporationBroker
January 2003 - Present · 23 yrs 9 mos
Previous Registrations
Washington Square Securities, INC.
August 2001 - December 2002 · 1 yr 4 mos
Washington Square Securities, INC.Broker
March 2000 - December 2002 · 2 yrs 9 mos
Sentra Securities CorporationBroker
October 1997 - March 2000 · 2 yrs 5 mos
State Registrations18 states
AZCACODEFLIDILINMAMSNVNYORTNTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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