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

161 Washington Street, Suite 1200, Conshohocken, PA, 19428

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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
December 2023 - Present · 2 yrs 1 mo
Mma Securities LLC Broker
March 2023 - Present · 2 yrs 10 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Sean Bradley - Financial Advisor | AdvisorDiscover