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Scott Eckart

21 Years of Experience
Indianapolis, IN
Broker

Scott Eckart is a registered investment advisor at MML Investors Services, LLC, based in Indianapolis, IN, with 21 years of industry experience. Scott 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

8888 Keystone Crossing, Suite 1600, Indianapolis, IN, 46240

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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 Activities

Scott engages in strategic planning on an as-needed basis since 2002. This requires a few hours per week, with minimal time spent during securities trading hours.

Employment History
Current Registrations
MML Investors Services, LLC
August 2005 - Present · 20 yrs 9 mos
MML Investors Services, LLCBroker
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
April 2005 - September 2005 · 5 mos
Securian Financial Services, INC.Broker
October 2004 - September 2005 · 11 mos
State Registrations17 states
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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.
Scott Eckart - Financial Advisor | TrueAdvisor