CH
CFP
CH
CFP

Claire Hayes

6 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

Claire Hayes is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Ann Arbor, MI, with 6 years of industry experience. Claire 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

6386 Jackson Rd, Ann Arbor, MI, 48103

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Claire is a partner and financial advisor at Insight Financial Partners LLC, providing financial planning, advisory investment business, and insurance planning assistance to clients. This takes about a quarter of her time.

Employment History
Current Registrations
MML Investors Services, LLC
April 2020 - Present · 6 yrs 1 mo
MML Investors Services, LLCBroker
January 2020 - Present · 6 yrs 4 mos
State Registrations30 states
AZCACODCFLGAIAILINLAMAMDMIMNMOMTNCNJNMNVNYOHORPARISCTNTXVAWA
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.