Money Management Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$442,271,326
Clients
521
Advisors
5
of 12 employees
About
Money Management Services, Inc. provides financial planning, consulting and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services described in the brochure include comprehensive financial planning, discretionary and non‑discretionary portfolio management across mutual funds, ETFs, individual securities and private placements for accredited investors, as well as tax return preparation and estate settlement services.
The firm describes a fundamental analysis framework combined with a tactical asset allocation approach implemented through client‑specific investment policy statements, core/satellite models and periodic rebalancing; an investment committee meets quarterly to review holdings. MMS also offers a lower‑touch Investment Access Program for smaller accounts and provides non‑personalized educational seminars addressing employee participation in employer‑sponsored retirement plans.
Noteworthy disclosures in the brochure include a corporate affiliation with National Advisory Holdings, Inc. and its federally chartered trust company, National Advisors Trust Services, and the firm’s practice of recommending those affiliated trust services on a fully disclosed basis. The brochure also highlights the firm’s practice of producing supplemental account and performance reports for clients and offering additional operational services beyond typical portfolio management, which the firm discloses as potential sources of conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for financial planning, bill paying, estate planning, and consulting services generally range from $500 to $10,000, negotiable
$0 - $100,000: Fixed supervisory fee (amount not specified) under MMS Investment Access Program $100,000 - .: 0.25% to 1.00% annually for standard wealth management services $100,000 - .: 0.50% to 2.00% annually for stand-alone, active investment management of individual stock portfolios
$50 to $500 per hour for financial planning and consulting services
Account minimum: $5,000 Minimum fee: $1,250 per quarter or $5,000 per annum (may be waived at firm's discretion) Fee-only: Financial planning and consulting fees: Fixed fees generally $500 to $10,000; hourly rates $50 to $500 per hour, negotiable
Main office
3410 Independence Drive
Birmingham AL 35209-5604
Advisors at this office
5
Most active in
Alabama · Florida · Georgia · Louisiana · Mississippi · Tennessee · Texas
Also doing business as
Money Management Services Inc · Money Management Services, Inc.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
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Advisors at this firm
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