MMA Asset Management provides investment advice and financial planning to individuals, businesses, trusts, estates, and charities. MMA offers both discretionary and non-discretionary investment management services, with fees based on a percentage of assets managed. They also offer standalone consulting and financial planning services for a fixed fee or hourly rate. MMA uses various investment strategies and methods of analysis to tailor advice to client needs.
Assets Under Management$720M
Clients303
Advisors18
Avg. per Client$2.4M
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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