MMI Asset Management Services refers clients to third-party money managers for investment management services. MMI also offers financial consulting services covering investment, retirement, insurance, and tax planning. MMI has a co-advisory relationship with AssetMark Financial Holdings, Inc. to provide investment advisory services to clients.
Assets Under Management$9.7M
Clients53
Advisors1
Avg. per Client$180K
Avg. per Advisor$9.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.25% |
| $125K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,001. Specified manager fees may range from 0.25% to 1.10%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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