Mark Belcak

Mtm Financial Group, LLC

21 Years of Experience

5 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Mtm Financial Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

1,212 clients

Average Client Portfolio

$512K average

Assets Under Management

$620.7M

Fee Structure

Minimum Investment:$100K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $150K	2.00%
$150K - $250K	1.75%
$250K - $500K	1.50%
$500K - $1.0M	1.25%
$1M+	1.00%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

4505 Hanoverville Road, Bethlehem, PA, 18020

Get directions

History

Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

June 2016

Final

Judgment / Lien

July 2014

Judgment / Lien

July 2013

Judgment / Lien

September 2011

Judgment / Lien

September 2010

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Mtm Financial Group, LLC

January 2019 - Present · 7 yrs 1 mo

The Strategic Financial Alliance, INC.Broker

May 2012 - Present · 13 yrs 9 mos

Previous Registrations

The Strategic Financial Alliance

May 2012 - July 2020 · 8 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 2010 - October 2010 · 2 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

August 2010 - October 2010 · 2 mos

Lincoln Financial Advisors CorporationBroker

December 2008 - June 2010 · 1 yr 6 mos

Lincoln Financial Advisors Corporation

December 2008 - June 2010 · 1 yr 6 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

August 2007 - November 2008 · 1 yr 3 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

March 2007 - November 2008 · 1 yr 8 mos

PNC Capital Markets LLCBroker

August 2006 - April 2007 · 8 mos

Merrill Lynch Investment Managers LP

September 2001 - September 2004 · 3 yrs

Fam Distributors, INC.Broker

December 2000 - August 2004 · 3 yrs 8 mos

State Registrations2 states

NJPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.