Steven Burgess
Steven Burgess is a registered investment advisor at Planmember Securities Corporation, based in Austin, TX, 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
Austin, TX
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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
Steven is an insurance agent since 2001, selling fixed insurance products and services, dedicating a few hours per week. He also assists in his son's tree removal business, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Planmember Securities Corporation
Planmember Securities CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Gwn Securities INC.
Gwn Securities INC.Broker
American General Securities IncorporatedBroker
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.