Edward Kovac
Edward Kovac is a registered investment advisor at MML Investors Services, LLC, based in Tarrytown, NY, with 25 years of industry experience. Edward 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
120 White Plains Road, Suite 601, Tarrytown, NY, 10591
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2013Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Edward is a volunteer board member for TRA Westfair Rides, a ride service for elderly and sight-deprived people, dedicating minimal time. He is also an insurance agent selling life, disability, long-term care, and fixed annuities, dedicating minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
David Lerner Associates, INC.Broker
State Registrations17 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.