Metlife Investment Advisors, LLC

CRD#142463
Investment Advisor Firm

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Overview

Metlife Investment Advisors, LLC is a financial advisor company based in Whippany, New Jersey. The firm administers $461.0 billion in assets under management over 576 accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). The company has a large group of 937 employees, of which 560 are financial advisors. Metlife Investment Advisors, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as stocks, options and bonds.

Metlife Investment Advisors, LLC administers more than half of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without requiring client consent. The company also manages 55 non-discretionary accounts with a total of $5.1 billion in AUM. The firm's average account size is $800.3 million. The average financial advisor at Metlife Investment Advisors, LLC oversees around one client account, making it one of the most personalized advisor firms in the country.

The firm's central office is located at One Metlife Way, Whippany, New Jersey 7981. The company is legally registered to serve customers across 2 states, including California and New Jersey.

Assets Under Management

$461.0 billion

Number of Advisors

560

Fee Structure

Asset-based, Performance-based

Disclosures

Yes

Office Location

One Metlife Way
Whippany, NJ 07981

Metlife Investment Advisors, LLC by the Numbers

Total Assets Under Management

$461.0 billion

National Average: $3.3 billion
Total Number of Employees

937

National Average: 4,943
Total Number of Accounts

576

National Average: 2,522
Average Account Size

$800.4 million

National Average: $1.3 million

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Products and Services

Metlife Investment Advisors, LLC offers a number of services, which can include portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. It is not engaged in selling products or offering services apart from investment advisory services to its investment advisory clients. Metlife Investment Advisors, LLC is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency and commodity pool advisor.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 23% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees charged by financial advisors largely are based on the type of services offered. However, fee types charged by the firm likely are comprised of any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

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    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

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    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

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    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm works with investment companies, pooled investment vehicles and insurance companies. Out of its 576 accounts, Metlife Investment Advisors, LLC's largest client type is insurance companies. Around 38% of the firm's accounts are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Metlife Investment Advisors, LLC has disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA