Edward Santos
Edward Santos is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 20 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
Edward is involved with Northern California Planners, offering securities and insurance sales and services, including fixed insurance, life, health, and long-term care. This takes nearly all of Edward's time, with about half of his time dedicated to trading.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
State Registrations9 states
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