Money Management Advisory INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Money Management Advisory, Inc. (MMA) offers an Investment Supervisory Service suitable for investors prioritizing capital conservation. MMA uses a proprietary methodology to assess risk versus potential rewards, investing in mutual funds, ETFs, and variable insurance sub-accounts. MMA also offers an Investment Consultation Service for overall investment reviews.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.00. The fee percentage for the tier above $1,000,000 was inferred from the previous tier due to negotiability.
Fee Estimator
For Investment Supervisory Services, the annual fee is 1.00% on the first $1,000,000.00. Fees over $1,000,000.00 are negotiable. Investment Consultation Services are charged a one-time fee of 1.00% of total assets reviewed or $200.00 per hour. The firm's minimum to open an account is $25,000.00. Clients may incur internal management fees and expenses charged by mutual funds and variable annuity companies.
Areas of Practice
Location
102 W. Street Road, Feasterville, PA, 19053