Michael Skiff
Michael Skiff is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Exton, PA, with 21 years of industry experience. Michael 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
111 East Uwchlan Ave, Exton, PA, 19341
Get directionsHistory
Regulatory History (1)
Criminal
February 1998Other Business ActivitiesSells Insurance
Michael is an agent for health and group life/health insurance since 2009, dedicating minimal time. He also services existing equity index annuities as a broker since 2015, also dedicating minimal time, and is the Vice President of UFG Advisors, LLC, for pass-through compensation, spending minimal time on duties related to expenses and succession planning.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations19 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.