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Robert Fichter

21 Years of Experience
Dublin, OH
BrokerSells Insurance

Robert Fichter is a registered investment advisor at MML Investors Services, LLC, based in Dublin, OH, with 21 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

495 Metro Place South, Suite 160, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert is an insurance agent selling life, disability, long-term care, and fixed annuities, dedicating a few hours per week. He also owns Fichter Financial, LLC, created for his financial advisory practice, and is a board member for Honor Flight Columbus, spending minimal time on this role.

Employment History
Current Registrations
MML Investors Services, LLCBroker
September 2022 - Present · 3 yrs 8 mos
MML Investors Services, LLC
September 2022 - Present · 3 yrs 8 mos
MML Investors Services, LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
May 2018 - September 2022 · 4 yrs 4 mos
Hornor, Townsend & Kent, LLCBroker
January 2018 - September 2022 · 4 yrs 8 mos
MML Investors Services, LLC
June 2009 - December 2017 · 8 yrs 6 mos
MML Investors Services, LLCBroker
May 2009 - December 2017 · 8 yrs 7 mos
Park Avenue Securities LLC
April 2006 - June 2009 · 3 yrs 2 mos
Park Avenue Securities LLCBroker
November 2005 - June 2009 · 3 yrs 7 mos
Metlife Securities INC.
March 2005 - October 2005 · 7 mos
Metropolitan Life Insurance CompanyBroker
January 2005 - October 2005 · 9 mos
Metlife Securities INC.Broker
January 2005 - October 2005 · 9 mos
Edward JonesBroker
June 2004 - December 2004 · 6 mos
State Registrations10 states
COFLILMINJNYOHRISCUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.