Mature Money Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mature Money Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services listed in the brochure include ongoing portfolio management, written financial plans delivered within stated timeframes, and coordination with other professionals as needed.
The firm implements discretionary investment programs based on each client’s stated objectives and a documented Investment Policy Statement, using fundamental, technical and cyclical analysis and periodic account reviews. It bills for managed accounts on an asset‑based basis and offers financial planning on a fixed or hourly fee basis, with client assets held at qualified custodians and statements delivered directly to clients.
The firm’s principal maintains a longstanding, affiliated insurance practice and spends approximately 30% of their time on those activities; the brochure discloses that commissions and referral arrangements can create conflicts of interest that are mitigated by disclosure, fiduciary obligations, and clients’ ability to use other providers. The firm also refers clients to third‑party money managers and shares in referral fees, and it manages a relatively small client base (18 clients) with about $10.2 million in assets, which may result in more direct advisor involvement than larger firms.
Client services
Expertise
Fee options
Fixed fee for financial planning services, negotiable, maximum $2,500
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$200 per hour for financial planning services
Fee-only: Financial planning fixed fees negotiable up to $2,500; hourly fees $200/hour based on complexity and client needs
Main office
Elk Grove CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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