Matthew Marone
Matthew Marone is a CFP-designated registered investment advisor at Mutual Trust Asset Mgmt., INC., based in Tampa, FL, with 30 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 92 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MTAM charges an annual fee based on a percentage of your portfolio. This fee can range from 1% to 2.5% and is negotiable depending on the services you need. Fees are charged at the end of each quarter based on the value of your portfolio at that time. You authorize MTAM to deduct these fees directly from your account.
Location
2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Regulatory
March 2002Other Business ActivitiesSells Insurance
Matthew is the President of US Integrity Inc, where he focuses on life and annuity sales, estate & retirement planning, and potentially selling index annuities. He also dedicates minimal time to ownership and management of residential real estate and about half his time to selling or referring customers to others for sale of Medicare supplements or Medicare HMO's.
Employment History
Current Registrations
Mutual Trust Asset Mgmt., INC.
Calton & Associates, INC.Broker
Previous Registrations
Mutual Trust Asset Mgmt., INC.
Mutual Trust Asset Mgmt., INC.
Mutual Trust Company of America SecuritiesBroker
Locust Street Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.