Gregory Grillo is a registered investment advisor at Mtm Financial Group, LLC, based in Bethlehem, PA, with 29 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 3,276 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. First tier extended to $0 to cover accounts starting near the minimum.
Fee Estimator
Location
4505 Hanoverville Road, Bethlehem, PA, 18020
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Mtm Financial Group, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
J. B. Hanauer & CO.Broker
State Registrations1 state
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
More Advisors
- Mark BelcakMtm Financial Group, LLC
- Chad RupprechtMtm Financial Group, LLC
- Jonathan Weimer, CFPMtm Financial Group, LLC
- Marilee Falco, CFP, ChFCCw Advisors, LLC
- Dianne Manges, CFACornerstone Advisors Asset Management, LLC
- Rodman Young, CFPKeyvantage Wealth Advisors