Money Managers, Inc. (MMI) offers investment advice to individuals, small businesses, and charities. MMI creates customized investment plans and manages client portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, certificates of deposit, variable life insurance, variable annuities, and options. MMI also provides financial planning services, including investment planning and retirement planning. MMI does not manage wrap fee programs.
Assets Under Management$53M
Clients171
Advisors3
Avg. per Client$310K
Avg. per Advisor$18M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.4M | 1.80% |
| $1.4M - $5.0M | 1.30% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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