Money Management Advisory, Inc. (MMA) offers investment supervisory services, focusing on capital preservation with secondary goals of capital appreciation or income. MMA uses a proprietary methodology to assess risk and potential rewards, investing in mutual funds, ETFs, and variable insurance sub-accounts. MMA also provides investment consultation services, offering an overall review of investments without active management. MMA does not offer third-party asset management programs.
Assets Under Management$51
Clients50
Advisors1
Avg. per Client$1
Avg. per Advisor$51
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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