Michael Berzovich
Michael Berzovich is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Winter Springs, FL, with 26 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
1052 Willa Springs Drive, Winter Springs, FL, 32708
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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
Michael is an agent with Retirement Planning Associates since 1998, selling insurance and investment products, dedicating nearly full-time hours to this. He is also a representative with Bencor, Inc. since 1998, providing tax qualified retirement plans, also dedicating nearly full-time hours. Finally, he is an agent with U S Employee Benefits Services Group, LLC since 2015, but spends no time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Planmember Securities CorporationBroker
UBS Painewebber INC.Broker
State Registrations4 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.