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 is also a registered investment Advisor where the company advises and/or actively manages the client’s money. This fee is 1% annually.
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.