Mma Asset Management LLC
Assets Under Management
$715.2M
Number of Clients
303
Number of Advisors
17
Average Client AUM
$2.4M
AUM per Advisor
$42.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MMA Asset Management LLC offers investment advisory and consulting services to employer-sponsored retirement plans, corporations, not-for-profit institutions, foundations, endowments, and charities. Services include assisting plans in establishing and maintaining a consistent process of oversight and due diligence. They provide non-discretionary and discretionary investment advisory services to ERISA plans.
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
Location
161 Washington Street, Suite 1200, Conshohocken, PA, 19428