Helen Kim
Helen Kim is a registered investment advisor at MML Investors Services, LLC, based in Beverly Hills, CA, with 27 years of industry experience. Helen 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
8383 Wilshire Blvd, Suite 600, Beverly Hills, CA, 90211
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2015Other Business ActivitiesSells Insurance
Helen is an agent for individual life and health insurance since 1997, dedicating minimal time to this activity. She also works as a teacher at Southern CA Korean School since 1992, spending a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 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.