Michael Drabkin
Michael Drabkin is a registered investment advisor at Planmember Securities Corporation, based in Dana Point, CA, 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
34188 Pacific Coast Hwy, Suite D, Dana Point, CA, 92629
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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 a financial advisor with Highmark Financial Solutions Group, dedicating nearly full-time hours to securities and insurance sales and service. He also works as a consultant for school district retirement plans and owns Highmark Insurance Solutions, where he sells life insurance and annuities, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Washington Square Securities, INC.Broker
Aragon Financial Services, INC.Broker
State Registrations17 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.