My Money Mgr LLC (MMM) is a registered investment advisor providing investment management and financial planning services. MMM develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, employee benefits, insurance, estate planning, retirement planning, risk management, and tax strategies. MMM is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$6M
Clients7
Advisors1
Avg. per Client$860K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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