Mml Investors Services, Llc

1295 STATE STREET, Springfield, Massachusetts 01111-0001

SEC CRD#10409
Last ADV filed: 01/29/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.64%of assets under management
Flat Fee$25,000 per yearper year

Detailed Fee Schedule

the Baystate Wealth Incentive Plan, the maximum annual Total Client Fee is 1.64%. Clients invested in the Baystate Wealth Program may select one of the following fee structures for their account: Advisory Fee Plus: Under the “Advisory Fee Plus” option, in addition to the Total Cl

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Disciplinary Disclosures

This firm has 76 disclosures on record with the SEC.

Regulatory actions

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

  • Also registered with a broker-dealer

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Mml Investors Services, Llc — Fiduciary Advisor Profile | FiduciaryListings