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Gregory Nostrant

2 Years of Experience
Agoura Hills, CA
1 DisclosureBroker

Gregory Nostrant is a registered investment advisor at Planmember Securities Corporation, based in Agoura Hills, CA, with 2 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

28720 Roadside Drive, Suite 315, Agoura Hills, CA, 91301

Get directions

History

Regulatory History (1)
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Criminal
September 2010
Final Disposition
Other Business Activities

Gregory works as an agent/representative for Legacy Financial Group, focusing on securities sales and services, dedicating a few hours per week. He also works as a marketing manager for Gooding & Company and is the owner/freelancer for Nostrant Marketing, spending about a third of his time and minimal time respectively.

Employment History
Current Registrations
Planmember Securities Corporation
April 2024 - Present · 2 yrs 1 mo
Planmember Securities CorporationBroker
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Gregory Nostrant - Financial Advisor | TrueAdvisor