Assets Under Management
$620.7M
Number of Clients
1,212
Number of Advisors
7
Average Client AUM
$512K
AUM per Advisor
$88.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
MTM Financial Group provides ongoing portfolio management based on client goals and risk tolerance. They create investment strategies and policies for each client. Financial planning services cover investment, insurance, tax, retirement, college, and debt/credit planning. They also provide a monthly newsletter.
| Assets Under Management | 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.
4505 Hanoverville Road, Bethlehem, PA, 18020