Guhan Mohan is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Boston, MA, with 3 years of industry experience. Guhan 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
10 Fan Pier Blvd., Boston, MA, 02210
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Regulatory History
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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Guhan is a member of the Board of Directors for West End House Girls Camp, a non-profit summer camp for underprivileged girls in New England. He dedicates minimal time per week to this unpaid volunteer position, attending monthly board meetings and serving as Treasurer and participating in strategic planning.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
State Registrations2 states
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