EH
ChFC
EH
ChFC

Edward Hopkins

42 Years of Experience
Madison, CT
BrokerSells Insurance

Edward Hopkins is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Madison, CT, with 42 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.

For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.

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Location

Madison, CT

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Edward is an agent for individual and group life and health insurance through Edward Hopkins and Associates since 1990, spending minimal time on this. He also owns real estate, renovating and selling properties, and is an elected director for the Connecticut Master Gardener Association.

Employment History
Current Registrations
MML Investors Services, LLC
March 1997 - Present · 29 yrs 2 mos
MML Investors Services, LLCBroker
January 1989 - Present · 37 yrs 4 mos
Previous Registrations
First Investors CorporationBroker
August 1983 - October 1988 · 5 yrs 2 mos
State Registrations24 states
AZCACTDCDEFLGAHIMAMDMEMINCNJNMNYOHPARISCTNTXVAVT
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.