MTR Advisory Services offers investment advisory services, working with clients to identify their investment goals, objectives, and risk tolerance. They create portfolios consisting of stocks, bonds, exchange-traded funds, and mutual funds. Portfolios are reviewed and rebalanced based on individual needs and goals. MTR Advisory Services acts as a fiduciary, always in the client's best interest.
Assets Under Management$33M
Clients31
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $2.0M | 0.65% |
| $2M+ | 0.45% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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