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Andrew Herr

11 Years of Experience
Chesterfield, MO
1 DisclosureBroker

Andrew Herr is a registered investment advisor at MML Investors Services, LLC, based in Chesterfield, MO, with 11 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.

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Location

16150 Main Circle Drive, Suite 400, Chesterfield, MO, 63017

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2025
Employment History
Current Registrations
MML Investors Services, LLC
October 2025 - Present · 7 mos
MML Investors Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - August 2025 · 5 mos
Fidelity Personal and Workplace Advisors
December 2018 - March 2025 · 6 yrs 3 mos
Fidelity Brokerage Services LLCBroker
December 2018 - August 2025 · 6 yrs 8 mos
Advice and Planning Services
February 2018 - September 2018 · 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2018 - September 2018 · 7 mos
Everbank Wealth Management
May 2015 - December 2017 · 2 yrs 7 mos
Evertrade Direct Brokerage, INC.Broker
July 2014 - December 2017 · 3 yrs 5 mos
State Registrations4 states
CTMAMONY
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.