John Berkhoff
John Berkhoff is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 18 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2015Other Business ActivitiesSells Insurance
John is the owner/operator of Vegas Valley Insurance & Financial SVCS LLC, offering securities, financial, and personal lines insurance sales and services, dedicating about a quarter of his time. He also owns BMS Financial, Insurance & Tax Services LLC, focusing on insurance and tax preparation, spending about 10-20% of his time, and provides marketing services for contracted vendors in school districts for a minimal time commitment.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Horace Mann Investors, INC.Broker
State Registrations20 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.