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.
4505 Hanoverville Road, Bethlehem, PA, 18020
Get directionsChad provides notary services as a W2 employee since 2021. This activity requires minimal time and is not investment-related.