Sean Bradley is a registered investment advisor at Mma Asset Management LLC, based in Conshohocken, PA, with 2 years of industry experience. Sean 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
161 Washington Street, Suite 1200, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mma Asset Management LLC
Mma Securities LLCBroker
State Registrations1 state
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