Money Management Concepts, based in Melbourne, Florida, has offered investment advice since 1993. The firm tailors its investment advice to meet individual client needs, considering their investment objectives and risk tolerance. They monitor portfolio performance and rebalance as needed due to market changes or financial circumstances. The firm offers both discretionary and non-discretionary investment management services.
Assets Under Management$120M
Clients90
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000. In certain instances, a one-time liquidation fee ranging up to 2.00% of the portfolio assets with an ongoing management fee of 1.00% of assets under management billed quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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