Emiliano Sauceda
Emiliano Sauceda is a registered investment advisor at Planmember Securities Corporation, based in San Dimas, CA, with 17 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
540 East Foothill Blvd., Ste. 208, San Dimas, CA, 91793
Get directionsHistory
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
Emiliano is self-employed as an independent insurance agent, dedicating full-time hours to fixed insurance sales and services, including fixed index annuities, life, health, disability, and long-term care insurance. He also works full-time as an agent for A.R. Huguez and Associates, focusing on investment and insurance sales and services, and dedicates minimal time as a board member for East Los Angeles College Alumni Association.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Sagepoint Financial, INC.Broker
Allegiant Securities L.L.C.Broker
State Registrations1 state
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