Marc Lowenberg
Marc Lowenberg is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Conshohocken, PA, with 29 years of industry experience. Marc 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
1001 Conshohocken State Rd, Suite 1-312, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Marc is the owner of Lowenberg Wealth Management, offering life, disability, fixed annuities, and variable products, taking about half of his time. He also owns Baseball Enterprises, buying and selling baseball cards, dedicating a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock 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.