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Mark Belcak

Mtm Financial Group, LLC
22 Years of Experience
Bethlehem, PA
4 DisclosuresBroker
View SEC Summary
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Mark Belcak is a registered investment advisor at Mtm Financial Group, LLC, based in Bethlehem, PA, with 22 years of industry experience. Mark 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.

Mtm Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
3,276 clients
Average Client Portfolio
$236K average
Assets Under Management
$771.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K2.00%
$150K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable. First tier extended to $0 to cover accounts starting near the minimum.

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

Location

4505 Hanoverville Road, Bethlehem, PA, 18020

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2014
Judgment / Lien
July 2013
Judgment / Lien
September 2011
Judgment / Lien
September 2010
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mtm Financial Group, LLC
January 2019 - Present · 7 yrs 9 mos
The Strategic Financial Alliance, INC.Broker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
The Strategic Financial Alliance
May 2012 - July 2020 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2010 - October 2010 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2010 - October 2010 · 2 mos
Lincoln Financial Advisors Corporation
December 2008 - June 2010 · 1 yr 6 mos
Lincoln Financial Advisors CorporationBroker
December 2008 - June 2010 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - November 2008 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2007 - November 2008 · 1 yr 8 mos
PNC Capital Markets LLCBroker
August 2006 - April 2007 · 8 mos
Merrill Lynch Investment Managers LP
September 2001 - September 2004 · 3 yrs
Fam Distributors, INC.Broker
December 2000 - August 2004 · 3 yrs 8 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth

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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