Money Management Concepts Inc.

Money Management Concepts, Inc. is a registered investment adviser based in Melbourne, Florida, established in 1993. The firm offers discretionary and non-discretionary investment management services tailored to meet clients' needs and objectives. They manage $117,029,681 in client assets on a discretionary basis. Fees for investment management services are based on a percentage of assets under management, with an annual fee billed quarterly in advance. The firm may negotiate other fee arrangements and combine account values to determine applicable fees. Money Management Concepts, Inc. does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, trusts, estates, and requires a minimum account size of $250,000, which may be waived based on client potential. Investment strategies include charting analysis, fundamental analysis, technical analysis, and more. The firm does not vote client securities and does not participate in class action lawsuits on behalf of clients. Clients have the option to grant discretionary authority for investment decisions. Money Management Concepts, Inc. prioritizes client privacy and compliance with regulatory standards.