Paul George Liebezeit

CFP

Mma Asset Management LLC

31 Years of Experience

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Firm Information

Mma Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

17 advisors

Number of Clients

303 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$715.2M

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$10,000

Hourly Rate:$250 - $750/hr

MMA Asset Management's fees are negotiable and determined through a fixed annual fee, per capita fee, asset-based fees, or hourly fees. They generally require a minimum annual fee of $10,000 to provide ongoing investment advisory services. Their hourly fees range between $250 and $750 per hour. Expenses such as travel will be billed separately at cost, unless otherwise agreed to.

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Areas of Practice

Retirement Planning

Advisor Information

Office location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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Regulatory History (2)

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Regulatory

August 2016

Final

Employment Separation After Allegations

September 2014

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Other Business ActivitiesSells Insurance

Paul is an investment adviser representative at MMA Asset Management LLC, spending nearly full-time providing wealth management and financial planning services. He also supports life insurance services for Marsh & McLennan Agency LLC, dedicating about 10% of his time, and serves on the investment committee and as a trustee for the Academy of Notre Dame.