MTR Financial Services offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. These services include investment strategy, personal investment policy, asset allocation, and asset selection. MTR also offers financial planning services covering life insurance, tax concerns, retirement planning, investment planning, college planning, and debt/credit planning.
Assets Under Management$120M
Clients86
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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