April Wier
April Wier is a registered investment advisor at MML Investors Services, LLC, based in Peachtree Corners, GA, with 1 years of industry experience. April 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
3720 DaVinci Court, Suite 150, Peachtree Corners, GA, 30092
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2018Other Business Activities
April is the owner and lead instructor at Sugar Five Design, LLC, a marketing agency that also offers courses on working with healthcare clients. She dedicates minimal time to overseeing operations, project management, and client interaction, as well as creating and licensing a medical marketing course.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations9 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.