Monetary Management Corporation (MMC) offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. MMC provides investment advice, with the client making the final decision on investment selection.
Assets Under Management$23M
Clients25
Advisors2
Avg. per Client$900K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
Minimum quarterly fee: $375. Fees are not negotiable. Direct family members or clients with same household address with multiple accounts may aggregate assets for purposes of calculating fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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