Scott Schuebel is a registered investment advisor at MML Investors Services, LLC, based in Hunt Valley, MD, with 28 years of industry experience. Scott 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.
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.
11350 Mccormick Road, Executive Plaza Iv, Suite 200, Hunt Valley, MD, 21031
Get directionsScott is involved with Statera Advisors LLC and Statera Retirement, LLC, selling various insurance products including life, health, disability, long-term care insurance, and fixed annuities. He spends about 10-20% of his time with Statera Advisors LLC and a few hours per week with Statera Retirement, LLC.
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.