Matthew Emil Marone

CFP

Mutual Trust Asset Mgmt., INC.

30 Years of Experience

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Firm Information

Mutual Trust Asset Mgmt., INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

92 clients

Average Client Portfolio

$624K average

Assets Under Management

$57.4M

Fee Structure

Minimum Investment:$100K

Financial Planning:Included in AUM fee

Hourly Rate:$50 - $500/hr

Investment management fees range from 1% to 2.5% annually, based on assets under management and services rendered. Fees are negotiable. Financial planning services are billed hourly ($50-$500/hour), as a flat fee, or as a fixed retainer. Representatives may earn commissions on insurance or brokerage services recommended as part of financial planning. A minimum of $100,000 in assets under management is generally required.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Advisor Information

Office location

2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607

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Regulatory History (1)

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Regulatory

March 2002

Final

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Other Business ActivitiesSells Insurance

Matthew is the President of US Integrity Inc, where he focuses on life and annuity sales, estate & retirement planning, and potentially selling index annuities. He also dedicates minimal time to ownership and management of residential real estate and about half his time to selling or referring customers to others for sale of Medicare supplements or Medicare HMO's.