Joseph Bartnicki is a registered investment advisor at Mma Asset Management LLC, based in Boston, MA, with 30 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 303 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable, especially for larger accounts. The firm may charge a flat fee percentage per annum for accounts rather than utilizing the tiered schedule.
Fee Estimator
Location
101 Huntington Ave, Suite 401, Boston, MA, 02199
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Regulatory History
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 Activities
Joseph is an investment adviser representative of MMA Asset Management LLC since 2009, dedicating minimal time. He also works for Marsh & McLennan Agency LLC, spending nearly all of his time supporting their health & benefits services.
Employment History
Current Registrations
Mma Asset Management LLC
Mma Securities LLCBroker
Mma Securities LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Centurion Group, LLC
LPL Financial LLCBroker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
NFP Securities, INC.Broker
Gbs Retirement Services, INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Futureshare Financial LLCBroker
Prudential Investment Management Services LLCBroker
Prudential Retirement Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.