Modern Money Management (MMM) manages investment portfolios and provides financial planning services. MMM offers investment management using sub-advisors, ongoing financial planning for a monthly fee, project-based financial planning, and hourly financial planning. MMM primarily uses passive investment management and may incorporate socially responsible investing. They work with Betterment and Charles Schwab as custodians.
Assets Under Management$46M
Clients68
Advisors1
Avg. per Client$680K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable. If an Outside Manager is used, their fee is in addition to MMM's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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