Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
MTAG charges fees based on a percentage of assets under management, hourly rates, fixed fees, and referral fees from third-party money managers. Asset management fees are based on the value of your portfolio (see table). Financial planning services are offered for a negotiable fixed fee (maximum $2,500) or an hourly fee of $200 per hour. MTAG may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Areas of Practice
Advisor Information
Office location
1010 Haddonfield Berlin Road, Suite 305, Voorhees, NJ, 08043
Get directionsRegulatory History (1)
Customer Dispute
January 2007Other Business ActivitiesSells Insurance
Lee works as an independent insurance agent, dedicating about half of their time to this role. Lee also works as a loan originator for Greentree Mortgage Company, spending minimal time on this non-investment related activity.