CR

Chad David Rupprecht

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
1,212 clients
Average Client Portfolio
$512K average
Assets Under Management
$620.7M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$495 - $1,995
Hourly Rate:$245 - $485/hr

MTM Financial Group charges fees for investment supervisory services based on assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees range from $495 to $1,995 for fixed plans and $245 to $485 per hour for hourly services. All fees are paid in arrears upon completion. Clients are responsible for third-party fees like custodian and transaction fees.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information

Office location

4505 Hanoverville Road, Bethlehem, PA, 18020

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Regulatory History (1)
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Criminal
June 1991
Final Disposition
Other Business Activities

Chad provides notary services as a W2 employee since 2021. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Mtm Financial Group, LLC
January 2021 - Present · 5 yrs
The Strategic Financial Alliance, INC. Broker
September 2020 - Present · 5 yrs 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.