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Andrew Howrigan

5 Years of Experience
Burlington, VT
Broker

Andrew Howrigan is a registered investment advisor at MML Investors Services, LLC, based in Burlington, VT, with 5 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

100 Bank St, Suite 500, Burlington, VT, 05401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is an associate with Melaleuca, Inc. selling natural home goods, the founder/owner of Ballin Merch selling apparel, and provides solar consulting services; these activities take about 10-20% of his time each. He also owns Howrigan Financial Group, LLC for tax purposes.

Employment History
Current Registrations
MML Investors Services, LLC
April 2022 - Present · 4 yrs 3 mos
MML Investors Services, LLC
December 2020 - Present · 5 yrs 7 mos
MML Investors Services, LLCBroker
December 2020 - Present · 5 yrs 7 mos
State Registrations17 states
CACOFLIAINMAMDMEMIMNNVNYOHTNTXUTVT
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.