Mtm Financial Group, LLC
Assets Under Management
$620.7M
Number of Clients
1,212
Number of Advisors
7
Average Client AUM
$512K
AUM per Advisor
$88.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MTM Financial Group provides ongoing portfolio management based on client goals and risk tolerance. They create investment strategies and policies for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Services are limited to specific types of investments.
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
Location
4505 Hanoverville Road, Bethlehem, PA, 18020