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Alyssa Colonna Young

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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 ManagementAnnual Fee
Up to $150K2.00%
$150K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4505 Hanoverville Road, Bethlehem, PA, 18020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alyssa is paid by her previous employer, KickCharge Creative, to write occasional articles about branding and marketing for industry publications. The articles do not have her name as the byline.

Employment History
Current Registrations
Mtm Financial Group, LLC
July 2021 - Present · 4 yrs 7 mos
The Strategic Financial Alliance, INC.Broker
April 2021 - Present · 4 yrs 10 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.