Mutual Trust Asset Management (MTAM) offers investment management and financial planning services to individuals, families, trusts, retirement plans, charitable organizations, and small businesses. MTAM develops investment strategies based on a client's financial position and risk tolerance, implementing them on a discretionary basis. Financial planning services cover wealth accumulation, retirement, college funding, risk management, tax, estate planning, and debt 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.