AH
AH

Andrew Hyun

12 Years of Experience
Newport Beach, CA
2 DisclosuresBrokerSells Insurance

Andrew Hyun is a registered investment advisor at MML Investors Services, LLC, based in Newport Beach, CA, with 12 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
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.

Loading...

Location

4675 Macarthur Court, Suite 1050, Newport Beach, CA, 92660

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2021
Denied
Criminal
May 2016
Final Disposition
Other Business ActivitiesSells Insurance

Andrew is an agent for individual life and health insurance since 2012. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
September 2017 - Present · 8 yrs 10 mos
MML Investors Services, LLC
August 2013 - Present · 12 yrs 11 mos
MML Investors Services, LLCBroker
August 2013 - Present · 12 yrs 11 mos
State Registrations15 states
AZCACOHIMDMIMNNJNVORPASCTXUTWA
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.
Andrew Hyun - Financial Advisor | TrueAdvisor