Money Manager Inc. (MMI) is a registered investment advisor providing investment advice since 2014. MMI offers both discretionary and non-discretionary portfolio management services, tailoring advice to meet individual client needs and investment objectives. MMI gathers client information to develop a suitable investment strategy, monitors portfolio performance, and rebalances as needed. MMI may recommend third-party money managers or alternative investments. MMI is affiliated with Emerson Equity LLC, and this relationship may create conflicts of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fee ranges from 0.30% to 2.50% per year. Fee is negotiable depending on individual client circumstances. At MMI's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.