Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MMLIS offers advisory programs with different fee structures. Some programs have lower maximum fees, which could result in lower client fees. IA-Reps may be incentivized to recommend programs with higher fees. When Affiliated Funds are held in qualified retirement plan accounts and IRAs the account will not be charged the Execution, Clearing and Custody Fee or the Advisor Fee for the portion of the account invested in the Affiliated Funds. The account will be charged any other applicable fees.
Areas of Practice
Advisor Information
Office location
10 Cadillac Dr, Suite 300, Brentwood, TN, 37027
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abigail is involved with AAFS, LLC for practice expenses, and SMJA, LLC for advisory fee income, taking about half of her time. She also owns 5 Bells, LLC for commercial rental income and sells insurance products including life, disability, long-term care, and fixed annuities, dedicating minimal time to this.