MMI Asset Management Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,929,999
Total clients
66
20% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
66
Average account size
$211,061
About
MMI Asset Management Services provides investment advice and financial consulting primarily to individual and high net worth clients, and also works with businesses, trusts, and retirement plans. Services described in its brochure include financial planning and consulting, educational newsletters and workshops, and referrals to third‑party money managers.
The firm outsources portfolio management to third‑party managers and co‑advisory platforms (including AssetMark), and notes that a substantial portion of its assets are managed on a non‑discretionary basis. Clients may receive wrap or non‑wrap managed account options through these platforms, and the firm’s role includes assessing client objectives, recommending managers, and acting as a communication conduit rather than directly trading most portfolios.
MMI operates under the trade name MMI Financial Group and discloses affiliations with insurance businesses and a recently disclosed relationship with Jackson National Life Insurance Company, and its representatives are licensed to sell insurance and annuity products. The brochure also highlights potential conflicts of interest: the firm receives solicitor or referral compensation from some third‑party managers, may receive commissions or other incentives for insurance products, and notes limits on its ability to manage annuity contract investments to the options available within those contracts.
Client services
Expertise
Fee options
Fixed fee typically ranges from $0 (or waived fee) up to a maximum of $10,000
$0 - $125,000: 1.25% $125,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% Over $1,000,001+: Negotiable
Hourly fee typically ranges from $0 (or waived fee) up to a maximum of $500 per hour
Minimum fee: Hourly fee typically ranges from $0 (or waived fee) up to a maximum of $500 per hour; Fixed fee typically ranges from $0 (or waived fee) up to a maximum of $10,000 Fee-only: Asset management fees based on assets under management; financial consulting fees charged hourly or fixed fees
Main office location
MMI Asset Management Services, LLC
120 W. Exchange Street, Suite 103 A
Owosso MI 48867, United States
Number of offices
1
Most active in
Michigan
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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