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James Burchfield

Mtm Investment Management, LLC
42 Years of Experience
Spartanburg, SC
View SEC Summary
View SEC Summary

James Burchfield is a registered investment advisor at Mtm Investment Management, LLC, based in Spartanburg, SC, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 5 more. Their firm serves 424 clients with $680M in assets under management.

Mtm Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
424 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$678.1M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $2.5M0.75%
$2.5M - $5.0M0.60%
$5.0M - $7.0M0.50%
$7M+0.38%

Accounts up to $500,000 are charged 1.25%. Fixed annual fees of at least $1,000 may be agreed upon. Sub-advisory wrap program charges up to 1.75%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

812 East Main Street, Spartanburg, SC, 29302

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mtm Investment Management, LLC
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - May 2024 · 15 yrs 4 mos
Raymond James Financial Services
May 1999 - January 2009 · 9 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 1999 - April 2020 · 21 yrs 3 mos
Robert Thomas Securities, INCBroker
November 1995 - January 1999 · 3 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
January 1984 - November 1995 · 11 yrs 10 mos
State Registrations1 state
SC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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