Michael Mccallister
Michael Mccallister is a registered investment advisor at Planmember Securities Corporation, based in Rancho Palos Verdes, CA. 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
28924 S. Western Ave., Suite 213, Rancho Palos Verdes, CA, 90275
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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
Michael works as a financial advisor at McCallister Financial Group, selling advisory products, insurance, and annuities, dedicating about a quarter of his time. He also provides operational support to Palos Verdes Practice Management, receiving payment for work done for McCallister Financial Group, which also takes about a quarter of his time.
Employment History
Current Registrations
Planmember Securities Corporation
State Registrations1 state
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