Michael Joseph Hagelgans

Mma Asset Management LLC

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement Planning

Mma Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

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

Annual Retainer:From $10,000/year

Hourly Rate:$250 - $750/hr

Location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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History

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.

Other Business Activities

Michael is the Vice President of MMA Asset Management LLC, dedicating a few hours per week to consulting and advising individuals. He also serves as Treasurer for Southern Shore Human Resource Management Association and a board member for Ventnor NJ School Board, and spends nearly all of his time on non-investment related business activities for Marsh & McLennan Agency LLC.