Wealth Management Services

This solution is for someone who seeks investment management strategies. Our advisors can simplify the investment process by designing an investment program to help meet your financial goals:

• Goal based investment strategy based on time horizon and risk tolerance

• Flexibility to change strategy at any time

• Access to a variety of investments, such as EFTs and Mutual Funds

• Consolidation of multiple investment strategies into one account

• Online Access to accounts via the WealthScape website and app

Compensation for wealth management is a fee based on an annual percentage of assets under management. The fee is paid quarterly, in advance, on a graded scale that decreases as the amount of assets you have under advisement increases.

Offered through Financial Advisers of MML Investors Services, LLC