Chad Rupprecht
Chad Rupprecht is a registered investment advisor at Mtm Financial Group, LLC, based in Bethlehem, PA, with 6 years of industry experience. Chad 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 (1)
Criminal
June 1991Other Business Activities
Chad provides notary services as a W2 employee since 2021. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Mtm Financial Group, LLC
The Strategic Financial Alliance, INC.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
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