Broker Check

How We Get Paid

We like to have clients feel comfortable and this occurs when the meter is not running.
We look at ourselves as travel agents. We get paid arranging your financial trip by one or a combination of all three options listed below.

Commission:

When someone makes an investment, our firm receives a commission. Regarding mutual funds, the commission comes off the top, the more one invests, the lower the charge.   

With annuities, there is no upfront charge, but there is a declining surrender charge over a period of time. 

Management Fees:

Money Management Advisory offers investment management solutions through our affiliation with Trustmont Advisory Group, a Registered Investment Adviser (RIA). Clients who choose professionally managed investment accounts receive investment advisory services through Trustmont Advisory Group.

Investment management fees are generally 1.00% annually, although the exact fee may vary depending on the account and services provided. These fees are outlined in your advisory agreement and are typically deducted directly from the managed account.

Recommendations:

We work hard to help people with their money issues. If we help you and you are happy, please pass our name onto someone else. If you are unhappy with our service, please let us know so that we can improve.