Assets Under Management
$26.1M
Number of Clients
138
Number of Advisors
1
Average Client AUM
$189K
AUM per Advisor
$26.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
MTAG offers personalized financial planning and investment management services. Advice covers financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. They provide asset management and financial planning on a fee basis, not selling commissioned products. Investment advice is provided, with the client making the final decision.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
1010 Haddonfield Berlin Road, Suite 305, Voorhees, NJ, 08043