KP
CFP

Kyle Richard Purcell

11 Years of Experience

Firm Information

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.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

Park 80 West, Plaza Two, 250 Pehle Ave., Suite 400, Saddlebrook, NJ, 07663

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mma Asset Management LLC
June 2023 - Present · 2 yrs 7 mos
Mma Securities LLC
August 2020 - Present · 5 yrs 5 mos
Mma Securities LLC Broker
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
Mutual of America Securities LLCBroker
January 2014 - March 2020 · 6 yrs 2 mos
Mutual of America Life Insurance Company Broker
January 2014 - March 2020 · 6 yrs 2 mos
State Registrations4 states
CTNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kyle Richard Purcell - Financial Advisor | AdvisorDiscover