Robert Bourque
Robert Bourque is a registered investment advisor at MML Investors Services, LLC, based in Boston, MA, with 27 years of industry experience. Robert 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
280 Congress St, Suite 1300, Boston, MA, 02210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert owns 620bourne Road LLC, a real estate venture, dedicating minimal time to it. He also provides outside insurance products through Cross Coastal Advisors, spending about a quarter of his time on this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
The Benchmark Company, LLCBroker
Elevation, LLCBroker
MML Investors Services, LLCBroker
Gl Capital Partners
Gl Investment Services, LLC
The Benchmark Company, LLCBroker
Salomon Smith Barney INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
RBC Dominion Securities CorporationBroker
Scotia Capital Markets (USA) INC.Broker
Cantor Fitzgerald SecuritiesBroker
Cantor Fitzgerald & CO.Broker
Cantor Fitzgerald SecuritiesBroker
State Registrations14 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.