MF
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Mark Fuessinger

33 Years of Experience
Newtown Square, PA
1 DisclosureBrokerSells Insurance

Mark Fuessinger is a registered investment advisor at MML Investors Services, LLC, based in Newtown Square, PA, with 33 years of industry experience. Mark 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

16 Campus Blvd, Suite 200, Newtown Square, PA, 19073

Get directions

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
May 2001
Denied
Other Business ActivitiesSells Insurance

Mark is a part owner of Marwin Plaza LLC, a rental property, dedicating a few hours per week. He is also an insurance/health agent since 1993, spending minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
July 2002 - January 2015 · 12 yrs 6 mos
New England SecuritiesBroker
May 1992 - January 2015 · 22 yrs 8 mos
State Registrations4 states
DENJPASC
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.
Mark Fuessinger - Financial Advisor | TrueAdvisor