Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
MMA Securities does not charge any plan-level fee for the Services to the plan or plan sponsor. There is no fee charged directly to plan participants for using the In-Plan service. A plan participant participating in the MMA MyPath service will pay an annual asset-based fee based on the fee arrangement agreed between plan sponsors and MMA Securities. The MMA MyPath service fee assessed by MMA Securities is fully used to cover certain costs associated with the provision of the service, including expenses payable to EAG and other engaged service providers, and no portion of this fee is ultimately retained by MMA Securities.
Areas of Practice
Advisor Information
Office location
Anderson, SC
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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 ActivitiesSells Insurance
Ashley is an employee of Marsh & McLennan Agency LLC, supporting its insurance services, and an investment adviser representative of MMA Asset Management LLC, providing wealth management and financial planning services. She is also a board member of Cleo Bailey Experiment, a non-profit, dedicating minimal time to this activity.