Arman Vafi
Arman Vafi is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 7 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 Avenue, 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 →Other Business ActivitiesSells Insurance
Arman is an independent agent for Legacy Financial and himself, offering insurance and investment services, taking about half of his time. He also owns rental property, is president of Pacific Summit Financial Inc., and sells real estate, dedicating minimal time to the rental property and about 10-20% of his time to real estate sales.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
State Registrations3 states
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