A complete list of active advisors currently associated with Money Management Services Inc
Warmer can help you find a great advisor at Money Management Services Inc or one who fits your needs even better.
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.
To learn more about the advisors currently working at Money Management Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 20
| |
Birmingham, AL
| 20
| |
Birmingham, AL
| 20
| |
Birmingham, AL
| 0
| |
Birmingham, AL
| 6
|
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