Kamar Plunkett is a registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 17 years of industry experience. Kamar 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
90 Park Ave, 17th Fl, New York, NY, 10016
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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 →Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Unfcu Advisors LLC
Communityamerica Financial Solutions, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
MML Investors Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations30 states
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