MTM Financial Group manages investment portfolios and provides comprehensive financial planning services for individuals, high-net-worth individuals, pension plans, and non-profit endowments. MTM builds custom investment strategies based on each client's goals, time horizon, and risk tolerance, evaluating current holdings and handling ongoing portfolio supervision. The firm's financial planning covers key areas including investment planning, life insurance, tax concerns, retirement planning, college savings, and debt management. MTM works with a wide range of investments such as mutual funds, stocks, bonds, exchange-traded funds, real estate, hedge funds, and insurance products including annuities. The firm is led by principals Gene Dickison, Chad Rupprecht, Mark Belcak, and Diane Dickison, and has been in business since 2008.
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.