CP
CP

Christopher Perme

36 Years of Experience
Garrettsville, OH
BrokerSells Insurance

Christopher Perme is a registered investment advisor at MML Investors Services, LLC, based in Garrettsville, OH, with 36 years of industry experience. Christopher 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

Garrettsville, OH

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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

Christopher is an insurance agent with Perme Financial Group since 1989, selling life, long-term care, disability, and fixed annuity insurance, dedicating minimal time to this. He also serves on the boards of Nelson Garrettsville Community Cupboard and the Village of Hiram Economic Development Committee, is a councilmember for the Village of Hiram, and receives oil/gas royalties as a landowner with Diamond Energy Partners.

Employment History
Current Registrations
MML Investors Services, LLC
August 2001 - Present · 24 yrs 9 mos
MML Investors Services, LLCBroker
October 2000 - Present · 25 yrs 7 mos
Previous Registrations
AXA Advisors, LLCBroker
December 1989 - October 2000 · 10 yrs 10 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1989 - January 2000 · 10 yrs 1 mo
State Registrations10 states
AZCODCFLILMINCOHPATN
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.
Christopher Perme - Financial Advisor | TrueAdvisor