Paul Liebezeit
Paul Liebezeit is a CFP-designated registered investment advisor at Mma Asset Management LLC, based in Boston, MA, with 31 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 303 clients with $720M 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, especially for larger accounts. The firm may charge a flat fee percentage per annum for accounts rather than utilizing the tiered schedule.
Fee Estimator
Location
101 Huntington Ave, Suite 401, Boston, MA, 02199
Get directionsHistory
Regulatory History (2)
Regulatory
August 2016Employment Separation After Allegations
September 2014Other 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
Mma Securities LLCBroker
Mma Securities LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Centurion Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Centurion Asset Management, LLC
Nrp Financial, INC.Broker
Nrp Advisors, INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
First Investors CorporationBroker
State Registrations11 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.