Antonio Betancourt
Antonio Betancourt is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Tyler, TX, with 4 years of industry experience. Antonio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
4297 Kinsey Drive, Tyler, TX, 75703
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2025Criminal
May 2016Other Business ActivitiesSells Insurance
Antonio is involved in insurance sales and services as an agent since March 2020. This activity takes about 10-20% of his time and also occurs during trading hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
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.
Exams
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