MTM Financial Group provides ongoing investment management based on individual client goals and risk tolerance. They create investment strategies and policies to select suitable portfolios. MTM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. A monthly newsletter is provided at no cost. MTM may receive commissions for selling financial products, creating a conflict of interest.
Assets Under Management$620M
Clients1,212
Advisors8
Avg. per Client$510K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
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Estimated Annual Fee
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