Amie Fox
Amie Fox is a registered investment advisor at MML Investors Services, LLC, based in Cleveland, OH, with 21 years of industry experience. Amie 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
1956 Carter Road, Suite 200, Cleveland, OH, 44113
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amie is an agent selling individual life, health, group life, group health, individual and group disability income, long-term care, and fixed annuities, dedicating minimal time to this. She also owns Palffy Financial Group, LLC for tax filing and payroll purposes.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations30 states
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