Anne Albertine
Anne Albertine is a registered investment advisor at MML Investors Services, LLC, based in McLean, VA, with 29 years of industry experience. Anne 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
8444 Westpark Dr, Suite 900, McLean, VA, 22102
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2020Judgment / Lien
February 2020Judgment / Lien
July 2018Other Business ActivitiesSells Insurance
Anne sells life, health, LTD, and voluntary benefits through various outside carriers since 1996. This takes a few hours per week, with minimal time spent during SEC trading hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Washington Financial Group, INC.
State Registrations11 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.