Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The PlanMember Program advisory fee for PlanMember Elite, PlanMember Advisor-Fidelity and PlanMember Strategist accounts is based on tiered fee schedules. For accounts established prior to January 1, 2025, fees range from 2.00% for accounts up to $250,000 to 1.55% for accounts of $1,000,000 or more. For Investment & Savings Program accounts established on or after January 1, 2025, fees range from 1.85% on the first $100,000 to 1.45% on assets above $1,000,000. For Workplace Savings Program accounts established on or after January 1, 2025, fees range from 2.00% for the first $100,000 to 1.45% on assets above $1,000,000. For PlanMember Advisor-SBL accounts, fees are 1.25% for SecureDesigns and Variflex Variable Annuity Contracts and 2.00% for SFR Mutual Fund Program Accounts. These fees may be discounted on a case-by-case basis. Other fees related to the custody and servicing of the account and not related to the advisory services may apply.
Areas of Practice
Advisor Information
Office location
28720 Roadside Drive, Suite 315, Agoura Hills, CA, 91301
Get directionsRegulatory 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
Anthony is the president of Legacy Financial Group, Inc. (DBA Teachers Retirement Services), where he sells fixed annuities and life insurance products, dedicating about a quarter of his time. Anthony is also a general partner in Sylvan Property LLC, managing a 16-unit apartment building, which requires minimal time.