Aaron Perez is a registered investment advisor at Planmember Securities Corporation, based in Fresno, CA, with 1 years of industry experience. Aaron 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
6780 N. West Ave., Suite 101A, Fresno, CA, 93711
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 →Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
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
More Advisors
- Nathaniel Moore, CFPPlanmember Securities Corporation
- Andrew Flores, CFPPortfolio Advisors, INC.
- Carole Ford, CFPPerennial Financial Services
- Jaisy Prem, CFPNorthstar Investment Advisory LLC
- Michael Budd, CFPWells Fargo Advisors
- Michelle Carter, CFPPathways Advisory Group, INC.