MTC Wealth Management provides model portfolios through investment platforms. They maintain a conservative investment approach, focusing on reducing volatility. Platform participants work with their financial advisor at the platform provider to determine the appropriate model. MTC Wealth Management does not enter into advisory agreements with the underlying platform participant.
Assets Under Management$330M
Clients2
Advisors9
Avg. per Client$160M
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.25% |
| $250K+ | 0.20% |
This fee does not include additional fees that are charged by the platform provider to the platform participant for their services. The fee is considered non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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