Paul George Liebezeit

CFP

Mma Asset Management LLC

31 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement Planning

Mma Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

303 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$715.2M

Fee Structure

Financial Planning:Investment management only

Annual Retainer:From $10,000/year

Hourly Rate:$250 - $750/hr

Location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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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 Report How 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.