Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
58 advisors
Number of Clients
32,545 clients
Average Client Portfolio
$61K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50K0.50%
$50K - $100K0.40%
$100K - $250K0.30%
$250K+0.20%

Fees may be waived for the first 90 days after automatic enrollment.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

The Retirement Advice Service charges an annual advisory fee based on the following schedule: 0.50% on the first $50,000, 0.40% on the next $50,000, 0.30% on the next $150,000, and 0.20% on amounts over $250,000. For example, a participant with an account balance of $130,000 will be charged $540 annually. The fee is payable monthly in arrears and deducted directly from the participant's plan account. The advisory fee shall be waived for the first ninety (90) days following automatic enrollment in the Service.

Areas of Practice
Retirement PlanningInvestment Management
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Advisor Information

Office location

200 Berkeley Street, Boston, MA, 02116

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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.

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Other Business Activities

Christina works as a travel agent for Destinations to Travel, LLC, a travel agency for Disney World, since 2022. She dedicates about 10-20% of her time to this role, scheduling and booking Disney vacations during flexible hours, including nights and weekends.

Employment History
Current Registrations
John Hancock Personal Financial Services, LLC
March 2020 - Present · 5 yrs 10 mos
John Hancock Distributors LLC
August 2011 - Present · 14 yrs 5 mos
John Hancock Distributors LLCBroker
August 2011 - Present · 14 yrs 5 mos
Previous Registrations
Manulife Investment Management (us) LLC
December 2012 - April 2020 · 7 yrs 4 mos
Prudential Annuities Distributors, INCBroker
February 2008 - July 2011 · 3 yrs 5 mos
Ast Investment Services, INC.
February 2008 - July 2011 · 3 yrs 5 mos
AXA Advisors, LLC Broker
April 2007 - February 2008 · 10 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.