Clara Zaya
Clara Zaya is a registered investment advisor at Planmember Securities Corporation, based in Campbell, CA, with 20 years of industry experience. Clara 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $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
Location
901 Campisi Way, Suite 240, Campbell, CA, 95008
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2024Judgment / Lien
November 2011Judgment / Lien
January 2005Other Business ActivitiesSells Insurance
Clara is an agent/representative for Employee Benefits Services Group, selling insurance products (life, health, LTC, disability, FIAs), taking about half of her time. She is also a board member for Dry Creek HOA, dedicating minimal time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Financial Network Investment CorporationBroker
Pension Planners Securities, INC.Broker
State Registrations1 state
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
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