Milton Knowlton
Milton Knowlton is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Memphis, TN, with 56 years of industry experience. Milton 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
5100 Poplar Ave, Suite 2300, Memphis, TN, 38137
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Regulatory History (1)
Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Milton is involved in several businesses, including Knowlton Benefit Consultants Inc. and Employee Benefit Plans, Inc., where he holds sales/ownership/agent positions related to life, health, and group insurance products. He also serves as a trustee for family trusts, treasurer for Memphians Care, and receives referral fees from an engineering firm; these activities take a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Decell Securities CorporationBroker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations10 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.