MTM Investment Management provides investment advice and financial planning to individuals, families, trusts, and retirement plans. MTM works with clients to develop a financial outline and investment plan based on their goals and risk tolerance. MTM manages client investment portfolios on a discretionary or non-discretionary basis. MTM offers investment and management of client assets in an Independent Clearing Account (ICA) and, in limited cases, a Sub-Advisory Wrap Program.
Assets Under Management$620M
Clients433
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Fees may be negotiable. For accounts with a margin balance, clients are assessed the management fee based on the gross value of the assets in the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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