William Heath
William Heath is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Newtown Square, PA, with 5 years of industry experience. William 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
16 Campus Blvd, Suite 200, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (1)
Criminal
November 2015Other Business ActivitiesSells Insurance
William is involved in several business activities, including real estate management through multiple LLCs and LLPs, and owns a small stake in a retail sales and food distribution company. He also works as an insurance agent selling life, fixed annuities, disability, long-term care, and health insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations25 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.