Andrew Joyce
Andrew Joyce is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Southborough, MA, with 14 years of industry experience. Andrew 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
134 Turnpike Rd, Suite 300, Southborough, MA, 01772
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Regulatory History (1)
Customer Dispute
April 2016Other Business ActivitiesSells Insurance
Andrew is an insurance broker selling life, accident, health, LTD, LTC, and fixed annuities, dedicating minimal time to this activity. He also owns simple rental property, spending minimal time on it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Signator Investors, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations23 states
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.