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CFP

Paul Liebezeit

Mma Asset Management LLC
31 Years of Experience
Conshohocken, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Paul Liebezeit is a CFP-designated registered investment advisor at Mma Asset Management LLC, based in Conshohocken, PA, with 31 years of industry experience. Paul 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.

Mma Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
301 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$787.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.75%

Fees are negotiable. Over $10,000,000 is customized.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Eight Tower Bridge, Suite 1200, Conshohocken, PA, 19428

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2016
Final
Employment Separation After Allegations
September 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul is an investment adviser representative at MMA Asset Management LLC, spending nearly full-time providing wealth management and financial planning services. He also supports life insurance services for Marsh & McLennan Agency LLC, dedicating about 10% of his time, and serves on the investment committee and as a trustee for the Academy of Notre Dame.

Employment History
Current Registrations
Mma Asset Management LLC
January 2020 - Present · 6 yrs 9 mos
Mma Securities LLCBroker
January 2020 - Present · 6 yrs 9 mos
Mma Securities LLC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2014 - January 2020 · 5 yrs 2 mos
The Centurion Group, LLC
November 2012 - November 2016 · 4 yrs
LPL Financial LLC
December 2010 - October 2014 · 3 yrs 10 mos
LPL Financial LLCBroker
December 2010 - October 2014 · 3 yrs 10 mos
Centurion Asset Management, LLC
November 2010 - December 2019 · 9 yrs 1 mo
Nrp Advisors, INC.
October 2009 - December 2010 · 1 yr 2 mos
Nrp Financial, INC.Broker
October 2009 - December 2010 · 1 yr 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 1997 - April 2007 · 9 yrs 5 mos
First Investors CorporationBroker
October 1994 - October 1997 · 3 yrs
State Registrations11 states
AZCAFLILMDMINJNYORPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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