Kyle Purcell is a CFP-designated registered investment advisor at Mma Asset Management LLC, based in Saddlebrook, NJ, with 12 years of industry experience. Kyle 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
Park 80 West, Plaza Two, 250 Pehle Ave., Suite 400, Saddlebrook, NJ, 07663
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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 →Employment History
Current Registrations
Mma Asset Management LLC
Mma Securities LLC
Mma Securities LLCBroker
Previous Registrations
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
State Registrations4 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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