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Scott Talbott

16 Years of Experience
San Antonio, TX
1 DisclosureBroker

Scott Talbott is a registered investment advisor at MML Investors Services, LLC, based in San Antonio, TX, with 16 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

10101 Reunion Pl, One Union Square-Ste 300, San Antonio, TX, 78216-4157

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History

Regulatory History (1)
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Criminal
July 1994
Final Disposition
Other Business Activities

Scott owns TWI, LLC, which organizes and promotes martial arts tournaments. He dedicates minimal time to this activity, and it is not investment-related.

Employment History
Current Registrations
MML Investors Services, LLC
August 2009 - Present · 16 yrs 9 mos
MML Investors Services, LLC
June 2009 - Present · 16 yrs 11 mos
MML Investors Services, LLCBroker
June 2009 - Present · 16 yrs 11 mos
State Registrations19 states
ARAZCACOFLKSLAMAMDMINCNMNVOKPATXUTVAWA
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 Talbott - Financial Advisor | TrueAdvisor