Mears Money Management (MMM) provides portfolio management and analysis services, often utilizing third-party money managers. MMM works with clients to identify managers that suit their needs and financial circumstances. MMM also offers a portfolio analysis service, called a "MRI", to assess a client's financial situation and ensure investments align with their risk tolerance and goals. MMM primarily recommends index funds and limits its investment advice to mutual funds, fixed income securities, insurance products including annuities and equities.
Fee Structure
Mears Money Management uses third-party money managers. When using Matson Money, the annual fee is 0.99% of your portfolio. When using Evidence Based Advisors, Mears Money Management's fee is between 0.75% and 0.99% of your portfolio, and the third party's fee is 0.40%. These fees are negotiable.