MMA Securities offers personalized investment advisory services to retirement plan participants whose plans are with Empower Retirement. These services are provided through Empower Advisory Group (EAG), a subadviser, and include online guidance and managed account options. MMA Securities creates model asset allocations, while EAG uses Morningstar's algorithm to provide personalized investment strategies. MMA Securities does not charge plan participants directly for the online guidance service, but participants in the managed account service pay an asset-based fee.
Assets Under ManagementN/A
Clients8,394
Advisors162
Avg. per ClientN/A
Avg. per AdvisorN/A
www.mmaprosperwise.com ·www.marshmma.com/offerings/retirement-services ·mmaeast.com/retirement-and-wealth
Fee Structure
Investment management only (planning not offered)
MMA Securities offers two services through a subadviser, Empower Advisory Group (EAG):
- In-Plan Advice (Online Advice Service): This service provides online guidance and investment advice, but you implement the recommendations yourself. There is no fee charged directly to plan participants for using this service.
- MMA MyPath (Managed Account Service): This service manages your retirement account for you. Participants in this service pay an annual asset-based fee. The fee covers costs associated with providing the service, including expenses payable to EAG and other service providers. MMA Securities does not retain any portion of this fee.
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Location
162 Advisors at this firm
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