M&M Wealth Management offers investment advice and financial planning to individuals, high-net-worth individuals, pension and profit sharing plans, and corporations. They provide portfolio management based on individual client goals, pension consulting services, and financial planning covering investments, insurance, retirement, college, and debt. M&M Wealth Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, non-U.S. securities, alternative investments, and private placements.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.