James Hageney is a registered investment advisor at Mma Asset Management LLC, based in Conshohocken, PA, with 32 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 301 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable. Over $10,000,000 is customized.
Fee Estimator
Location
Eight Tower Bridge, Suite 1200, Conshohocken, PA, 19428
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Regulatory 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 Activities
James is an investment adviser representative of MMA Asset Management LLC, providing wealth management and financial planning services. He also works for MMA Agency, dedicating nearly all of his time to health & benefits services support. Additionally, James owns rental properties, spending minimal time on them.
Employment History
Current Registrations
Mma Asset Management LLC
Mma Securities LLCBroker
Mma Securities LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Centurion Group, LLC
Centurion Asset Management, LLC
LPL Financial LLCBroker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Nrp Financial, INC.
Sterling Investment Advisors LTD.
American Financial Management Group, LTD.
Ifg Russell Advisors INC
Walnut Street Securities, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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