Brandon Roberts
Brandon Roberts is a registered investment advisor at MML Investors Services, LLC, based in Snoqualmie, WA, with 24 years of industry experience. Brandon 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
Snoqualmie, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Brandon is a sales agent for life, health, disability, and long-term care insurance since 2009, dedicating minimal time to this activity. He is also the treasurer for Mount Si Boys Basketball Booster Club, spending a few hours per week managing the budget and finances.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.