Mutual Trust Asset Mgmt., INC.
Assets Under Management
$57.4M
Number of Clients
92
Number of Advisors
5
Average Client AUM
$624K
AUM per Advisor
$11.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MTAM offers investment advisory and financial planning services to individuals, families, trusts, retirement plans, charitable organizations, and small businesses. Services are tailored to individual client needs and objectives. MTAM became a wholly-owned subsidiary of Calton & Associates, Inc. in October 2024.
Fee Structure
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.
Areas of Practice
Location
2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607