Chad David Rupprecht

Mtm Financial Group, LLC

5 Years of Experience

1 DisclosureBroker

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

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History

Regulatory History (1)

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Criminal

June 1991

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Chad provides notary services as a W2 employee since 2021. This activity requires minimal time and is not investment-related.

Employment History

Current Registrations

Mtm Financial Group, LLC

January 2021 - Present · 5 yrs 1 mo

The Strategic Financial Alliance, INC.Broker

September 2020 - Present · 5 yrs 5 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.