Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
4505 Hanoverville Road, Bethlehem, PA, 18020
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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