Jeffrey Burgess
Jeffrey Burgess is a registered investment advisor at MML Investors Services, LLC, based in Lisle, IL, with 9 years of industry experience. Jeffrey 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
2441 Warrenville Road, Suite 300, Lisle, IL, 60532
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2019Financial
April 2016Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling life, disability, long-term care, and health insurance, dedicating minimal time to this activity. He also serves as a board member for the American Cancer Society and leads a networking group of business owners and entrepreneurs.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
State Registrations13 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.