Michael Zepeda
Michael Zepeda is a registered investment advisor at MML Investors Services, LLC, based in La Jolla, CA, with 30 years of industry experience. Michael 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4275 Executive Square, Suite 450, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Michael is involved in life/health insurance sales since 2007, dedicating minimal time. He also works with Pollakov & Duke Insurance Services as a sales and referral source for medical insurance since 2002, also dedicating minimal time. Additionally, Michael is a commission member for the City of Carlsbad, promoting communication between the police department and community, dedicating minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
MML Investors Services, INC.Broker
State Registrations28 states
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.