Proper Money Management (PMM) offers investment advice and financial planning to individuals, high net worth individuals, and businesses. PMM creates customized investment strategies using low-cost, diversified mutual funds and ETFs. Financial planning services include asset allocation, business planning, cash flow planning, education planning, estate planning, investment planning, net worth analysis, retirement income planning, and risk analysis. PMM may refer clients to other specialists like accountants and attorneys.
Assets Under Management$1.7M
Clients5
Advisors2
Avg. per Client$340K
Avg. per Advisor$860K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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