Michael Maletteri
Michael Maletteri is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Lake Oswego, OR, with 28 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
5885 Meadows Road, Suite 850, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Criminal
November 1995Other Business ActivitiesSells Insurance
Michael is a non-MMLIA insurance broker since 2011, focusing on individual life insurance sales. He dedicates minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations53 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.