Matthew Emil Marone

CFP

Mutual Trust Asset Mgmt., INC.

30 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Mutual Trust Asset Mgmt., INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

92 clients

Average Client Portfolio

$624K average

Assets Under Management

$57.4M

Fee Structure

Minimum Investment:$100K

Location

2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607

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History

Regulatory History (1)

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Regulatory

March 2002

Final

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Other 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.