Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
101 Huntington Ave, Suite 401, Boston, MA, 02199
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is involved with MMA Asset Management, LLC, dedicating minimal time to consulting. He also spends nearly all of his time working for MMA Agency, an affiliate of MMA Securities LLC, supporting their health & benefits services.