EM
ChFC
EM
ChFC

Earl Mchugh

40 Years of Experience
Southfield, MI
1 DisclosureBrokerSells Insurance

Earl Mchugh is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Southfield, MI, with 40 years of industry experience. Earl 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

3000 Town Center, Suites 2900 and 3100, Southfield, MI, 48075

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010
Settled
Other Business ActivitiesSells Insurance

Earl is involved in several outside business activities, including life settlements/viaticals, business valuation, and serving as a board member for Midwest Rubber Co. He also has ownership in numerous real estate and rental property ventures, as well as Boat Town Marina & Rentals LLC and Hyper Equipment LLC.

Employment History
Current Registrations
MML Investors Services, LLC
April 2010 - Present · 16 yrs 1 mo
MML Investors Services, LLCBroker
March 1996 - Present · 30 yrs 2 mos
MML Investors Services, LLC
March 1996 - Present · 30 yrs 2 mos
Previous Registrations
G. R. Phelps & CO., INC.Broker
January 1989 - March 1996 · 7 yrs 2 mos
Cigna Securities, INC.Broker
July 1985 - January 1989 · 3 yrs 6 mos
State Registrations8 states
CACOFLILMINCTXWI
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.
Earl Mchugh - Financial Advisor | TrueAdvisor